Sales Reports

Last Updated: Jun 30, 2014 09:13AM CDT

Sales Reports


Monthly Sales

The monthly sales report shows you the total charges or payments by month within the selected date range. You can also filter the report by Transaction Type. If you check the 'payment' transaction types, then you will get a total of the payments received in those months. If you choose the 'non-payment' transaction types, then you will get a total of the charges for those months. If you leave them all checked then you will be getting a balance of the two.
 

Client Sales

The client sales report shows you the total charges or payments by client within the selected date range. You can also filter the report by Transaction Type. If you check the 'payment' transaction types, then you will get a total of the payments received by each client. If you choose the 'non-payment' transaction types, then you will get a total of the charges for those clients. If you leave them all checked then you will be getting a balance of the two.
 

Event Type Sales

The event type sales report shows you the total charges or payments by event type within the selected date range. You can also filter the report by Transaction Type. If you check the 'payment' transaction types, then you will get a total of the payments received for those event types. If you choose the 'non-payment' transaction types, then you will get a total of the charges for those event types. If you leave them all checked then you will be getting a balance of the two. This report can also be filtered by Location which allows you to get the totals for events at any given location as well.
 

Daycare Sales

The daycare sales report shows you the total charges or payments by daycare sign-up option within the selected date range. You can also filter the report by Transaction Type. If you check the 'payment' transaction types, then you will get a total of the payments received for each sign-up option. If you choose the 'non-payment' transaction types, then you will get a total of the charges for each sign-up option. If you leave them all checked then you will be getting a balance of the two.
 

Therapy Sales

The therapy sales report shows you the total charges or payments by therapy sign-up option within the selected date range. You can also filter the report by Transaction Type. If you check the 'payment' transaction types, then you will get a total of the payments received for each sign-up option. If you choose the 'non-payment' transaction types, then you will get a total of the charges for those sign-up options. If you leave them all checked then you will be getting a balance of the two.
 

Sales By Class

The monthly sales report shows you the total charges or payments by class within the selected date range. You can also filter the report by Transaction Type. If you check the 'payment' transaction types, then you will get a total of the payments received in for each class. If you choose the 'non-payment' transaction types, then you will get a total of the charges for those classes. If you leave them all checked then you will be getting a balance of the two. This report can also be filtered by Location which allows you to get the totals for classes at any given location as well.

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