We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.
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Client Sales Report |
Overview
The Client Sales report summarizes client engagement and sales across services, retail, memberships, and packages. It's configurable by client attributes, booking behavior, and time period so you can analyze spend patterns, retention signals, and client value.
Use this report to understand how your clients are engaging with and spending with your business. Filter by audiences, tags, membership status, marketing consent, and more to identify your highest-value clients, spot retention risks, and build smarter re-booking and marketing strategies.
What this report is best used for
Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.
Use cases | Description | Example questions this report helps answer |
Identifying high-value clients | Rank clients by spend to find your highest-value clients and prioritize retention and VIP treatment. |
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Appointment & booking behavior | Track appointment counts, prebooked, self-booked, and walk-in rates to understand rebooking behavior. |
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Sales performance by client | Review service, product, membership, and gift card spending per client to assess value contribution. |
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Client spend composition | Break down each client's spend across services, retail, memberships, packages, and gift cards to understand contribution mix. |
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Revenue composition by client | Compare retail, service, package, and membership mix for each client to understand contribution diversity. |
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Refund & discount monitoring | Track refunds, discounts, and voucher use per client to understand transaction quality and promotional impact. |
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Prerequisites
Prerequisites
Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.
Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Client Reporting > Client Insights
If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
You’ll only see data for assigned locations
Row-level access may further limit visible data
If it looks like data is missing, verify your location assignments and access settings.
Required Setup: No additional setup is required beyond standard client and sales activity — the report reflects any client with a qualifying order at the location(s) you have access to.
Default report configuration
See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.
By default, the report opens with Order date set to Last week, grouped by Location name and Client name, expandable to show each client's activity within a location.
Group By (default)
The default fields the report is grouped by when you first open it.
Field name | Definition | Example | Filter? |
Location Name | Name of the business location associated with the sale line item. | Downtown Spa | Yes |
Client name | Client’s full name. | John Doe | Yes |
Columns in Table
The default columns displayed when you first open the report.
Field name | Definition | Example | Filter? |
Client Type | Indicates the client type, one of: new or returning | Returning | Yes |
Appointment Count | Count of appointments aggregated by the current grouping. | 1 | No |
Staff Requested % | Percentage of appointments that were staff-requested. Calculated as staff requested appointment count divided by total appointment count. | 100% | No |
Pre-booked % | Percentage of appointments that were pre-booked. Calculated as pre-booked appointment count divided by total appointment count. | 0% | No |
Self-booked % | Percentage of appointments that were self-booked. Calculated as self-booked appointment count divided by total appointment count. | 100% | No |
Order Count | Count of orders aggregated by the current grouping. | 1 | No |
Sale Amount | Total sale amount in dollars for all line items aggregated by the current grouping before discounts and refunds, excluding sales tax. For voucher-redeemed services, the sale amount uses the service list price per policy. | $150 | No |
Discount Amount | Total discount amount in dollars, excluding sales tax, aggregated by the current grouping. | $15 | No |
Gratuity | Total gratuity amount by the current grouping before refunds. | $20 | No |
Refunds | Total dollar amount of refunds aggregated by the current grouping. | $0 | No |
Voucher Adjustment | Dollar value of voucher-related adjustments aggregated by the current grouping. | $0 | No |
Net Amount | Total net amount in dollars after discounts and refunds, excluding sales tax and gratuity, aggregated by the current grouping. | $135 | No |
Total Collected | The total amount collected from clients for services in dollars. Calculated as service net amount plus service tax amount plus tips, aggregated by the current grouping. | $165 | No |
Service Net Amount | Net amount in dollars from services after discounts and refunds, excluding sales tax, aggregated by the current grouping. | $105 | No |
Retail Net Amount | Net amount in dollars from retail products after discounts and refunds, excluding sales tax, aggregated by the current grouping. | $30 | No |
New Memberships Count | Total number of new membership sales, aggregated by the current grouping. | 2 | No |
New Membership Net Amount | Net amount in dollars from new membership purchases after discounts and refunds, excluding sales tax, aggregated by the current grouping. | $250 | No |
Package Net Amount | Net amount in dollars from packages after discounts and refunds, excluding sales tax, aggregated by the current grouping. | $80 | No |
Customizable fields
Customizable fields
Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.
Field name | Definition | Example | Filter? |
Location Name | Name of the business location associated with the sale line item. | Downtown Spa | Yes |
Client name | Client’s full name. | John Doe | Yes |
Client Type | Indicates the client type, one of: new or returning | Returning | Yes |
Appointment Count | Count of appointments aggregated by the current grouping. | 1 | No |
Staff Requested % | Percentage of appointments that were staff-requested. Calculated as staff requested appointment count divided by total appointment count. | 100% | No |
Pre-booked % | Percentage of appointments that were pre-booked. Calculated as pre-booked appointment count divided by total appointment count. | 0% | No |
Self-booked % | Percentage of appointments that were self-booked. Calculated as self-booked appointment count divided by total appointment count. | 100% | No |
Order Count | Count of orders aggregated by the current grouping. | 1 | No |
Sale Amount | Total sale amount in dollars for all line items aggregated by the current grouping before discounts and refunds, excluding sales tax. For voucher-redeemed services, the sale amount uses the service list price per policy. | $150 | No |
Discount Amount | Total discount amount in dollars, excluding sales tax, aggregated by the current grouping. | $15 | No |
Gratuity | Total gratuity amount by the current grouping before refunds. | $20 | No |
Refunds | Total dollar amount of refunds aggregated by the current grouping. | $0 | No |
Voucher Adjustment | Dollar value of voucher-related adjustments aggregated by the current grouping. | $0 | No |
Net Amount | Total net amount in dollars after discounts and refunds, excluding sales tax and gratuity, aggregated by the current grouping. | $135 | No |
Total Collected | The total amount collected from clients for services in dollars. Calculated as service net amount plus service tax amount plus tips, aggregated by the current grouping. | $165 | No |
Service Net Amount | Net amount in dollars from services after discounts and refunds, excluding sales tax, aggregated by the current grouping. | $105 | No |
Retail Net Amount | Net amount in dollars from retail products after discounts and refunds, excluding sales tax, aggregated by the current grouping. | $30 | No |
New Memberships Count | Total number of new membership sales, aggregated by the current grouping. | 2 | No |
New Membership Net Amount | Net amount in dollars from new membership purchases after discounts and refunds, excluding sales tax, aggregated by the current grouping. | $250 | No |
Package Net Amount | Net amount in dollars from packages after discounts and refunds, excluding sales tax, aggregated by the current grouping. | $80 | No |
Order Date | Local calendar date on which the order containing this sale line item was closed. Supports granularity by day, week, month, quarter, and year. | 2023-10-27 | Yes |
Location group | The location group the business location is associated with, if applicable. | Charlotte | Yes |
Client id | Unique ID for the client record. | CLI-1122 | No |
Client first name | Client’s given name. | John | Yes |
Client referral source | Referral source recorded on the client profile associated with the sale line item. | Yes | |
Item type | The category of this sale line item. Possible values include Service, Retail Product, Membership (New), Membership (Recurring), Package, Prepaid Product, Gift Card, Account Credit, Fee, and Gratuity. | Service | Yes |
Item name | Display name of the item associated with this sale line item, consolidated from service name, retail product name, membership name, package name, and prepaid product name. Null for gratuity and fee rows. | Deep Tissue Massage | Yes |
Item category | Category of the item associated with this sale line item, consolidated from service category, retail product category name, membership category name, and package category.Null for gratuity and fee rows. | Massage | Yes |
Sales channel | The purchase channel for the order containing this sale line item. Possible values include in-store and online. | In-Store | Yes |
Retail Product Brand Name | The product brand associated with the product on this sale line item. | Olaplex | Yes |
Retail Product Supplier Name | Name of the supplier or vendor associated with the product on this sale line item, if provided. | Beauty Brands Inc. | Yes |
Service product usage name | Name of the service product consumed during the appointment associated with this sale line item. | Massage Oil | No |
Staff Name | Full name of the staff member associated with the sale line item. | Jane Smith | Yes |
Staff Role Name | Name of the role of the staff member associated with the sale line item. | Senior Stylist | Yes |
Location ID | Unique identifier for the business location associated with the sale line item. | LOC-12345 | No |
Location External Id | Unique identifier for the business location associated with the sale line item from an external system, if applicable. | EXT-9876 | No |
Staff ID | Unique identifier of the staff member associated with the sale line item. | STF-5678 | No |
Client external id | Unique ID for the client from an external system | EXT-CLI-3344 | No |
Client last name | Client’s family or surname. | Doe | No |
Client email | Client’s primary email address. | No | |
Client mobile | Client’s phone number. | 212-555-7000 | No |
Is client active | Flag indicating whether the client is active (true = active). | TRUE | Yes |
Client birthdate | The date of birth of the client, in local date format. | 1985-05-15 | Yes |
Client age | Client’s age in years, calculated from birthdate. | 38 | Yes |
Client address zip | Postal or ZIP code on the client’s address. | 90210 | Yes |
Email marketing enabled | Flag indicating whether the client has opted in to receive marketing emails (true = opted in). | TRUE | Yes |
SMS marketing enabled | Flag indicating whether the client has opted in to receive marketing text messages (true = opted in). | FALSE | Yes |
Is client a member | Flag indicating whether the client currently has an active membership (true = active membership). | TRUE | Yes |
Item ID | Unique identifier for the item associated with this sale line item, consolidated across service, product, subscription, package, and prepaid product identifiers. Null for gratuity and fee rows. | ITM-9988 | No |
Is Retail Product Active | Flag indicating whether the product is active (true = active). | TRUE | Yes |
Is Service Active | Flag indicating if the service is active (true = active). | TRUE | Yes |
At Sale Service Price | The default service price in dollars at the time the order containing this sale line item was closed. | $120 | No |
Discount Name | The name of the discount applied, including the offer name or discount reason. | Holiday Special | Yes |
Service product usage price | Total price in dollars of consumed service products for the appointment associated with this sale line item (unit price × quantity). | $10 | No |
Fee Name | The name of the fee applied to the sale line item, if any. | Cancellation | No |
Service Count | Total number of service sales, aggregated by the current grouping. | 1 | No |
Service Sale Amount | Total sale amount in dollars from services aggregated by the current grouping before discounts and refunds, excluding sales tax. For voucher-redeemed services, the sale amount uses the service list price per policy. | $120 | No |
Retail Count | Total number of retail product sales, aggregated by the current grouping. | 1 | No |
Retail quantity sold | Total number of retail product units sold, aggregated by the current grouping. | 2 | No |
Retail Product Sale Amount | Total sale amount in dollars from retail products aggregated by the current grouping before discounts and refunds, excluding sales tax. | $100 | No |
New Membership Sale Amount | Total sale amount in dollars from new membership purchases aggregated by the current grouping before discounts and refunds, excluding sales tax. | $300 | No |
Package Count | Total number of package sales, aggregated by the current grouping. | 3 | No |
Package Sale Amount | Total sale amount in dollars from packages aggregated by the current grouping before discounts and refunds, excluding sales tax. | $280 | No |
Service product usage quantity | Number of units of service product consumed for the service associated with this sale line item. | 15 | No |
Service product usage cost | Total cost in dollars of consumed service products for the appointment associated with this sale line item (unit cost × quantity). | $75 | No |
Item quantity | Total number of item units sold, aggregated by the current grouping. | 10 | No |
Staff Requested Appointment Count | Total number of Staff-requested appointments, aggregated by the current grouping. | 2 | No |
Pre-booked Appointment Count | Total number of pre-booked appointments, aggregated by the current grouping. | 1 | No |
Self-booked Appointment Count | Total number of self-booked appointments, aggregated by the current grouping. | 5 | No |
Appointment Service Count | Count of appointment services aggregated by the current grouping. | 10 | 10No |
Recurring Memberships Count | Total number of recurring membership renewal sales, aggregated by the current grouping. | 10 | No |
Total Membership Count | Total number of membership sales, including new memberships and recurring renewals, aggregated by the current grouping. | 12 | No |
Gift Card Count | Total number of gift card sales, aggregated by the current grouping. | 20 | No |
Account Credit Count | Total number of account credit sales, aggregated by the current grouping. | 15 | No |
Prepaid Product Count | Total number of prepaid product sales, aggregated by the current grouping. | 10 | No |
Prepaid Product Quantity Used | Total number of prepaid product units redeemed, aggregated by the current grouping. | 15 | No |
Prepaid Product quantity sold | Total number of prepaid product units sold, aggregated by the current grouping. | 10 | No |
Service Refund Count | Total number of refunded service sales, aggregated by the current grouping. | 2 | No |
Retail Refund Count | Total number of refunded retail product sales, aggregated by the current grouping. | 1 | No |
New Memberships Refund Count | Total number of refunded new membership sales, aggregated by the current grouping. | 0 | No |
Recurring Memberships Refund Count | Total number of refunded recurring membership renewals, aggregated by the current grouping. | 0 | No |
Total Membership Refund Count | Total number of refunded memberships sales, including new memberships and recurring renewals, aggregated by the current grouping. | 1 | No |
Package Refund Count | Total number of refunded package sales, aggregated by the current grouping. | 0 | No |
Gift Card Refund Count | Total number of refunded gift card sales, aggregated by the current grouping. | 1 | No |
Account Credit Refund Count | Total number of refunded account credit transactions, aggregated by the current grouping. | 0 | No |
Repaid product Refund Count | Total number of refunded prepaid product sales, aggregated by the current grouping. | 0 | No |
Recurring Membership Sale Amount | Total sale amount in dollars from recurring membership renewals aggregated by the current grouping before discounts and refunds, excluding sales tax. | $450 | No |
Total Membership Sale Amount | Total sale amount in dollars from all membership purchases and renewals aggregated by the current grouping before discounts and refunds, excluding sales tax. | $600 | No |
Gift Card Sale Amount | Total sale amount in dollars from gift cards aggregated by the current grouping before discounts and refunds. | $125 | No |
Account Credit Sale Amount | Total sale amount in dollars from account credit purchases aggregated by the current grouping before discounts and refunds. | $150 | No |
Prepaid product sale amount | Total sale amount in dollars from prepaid product purchases aggregated by the current grouping before discounts and refunds. | $100 | No |
Refunded Service Sales | Total dollar amount of refunded service sales aggregated by the current grouping. | $50 | No |
Refunded Retail Sales | Total dollar amount of refunded retail product sales aggregated by the current grouping. | $0 | No |
Refunded New Membership Sales | Total dollar amount of refunded new membership sales aggregated by the current grouping. | $0 | No |
Refunded Recurring Membership Sales | Total dollar amount of refunded recurring membership sales aggregated by the current grouping. | $0 | No |
Refunded Total Membership Sales | Total dollar amount of refunded membership sales, including new memberships and recurring renewals, aggregated by the current grouping. | $0 | No |
Refunded Package Sales | Total dollar amount of refunded package sales aggregated by the current grouping. | $0 | No |
Refunded Gift Card Sales | Total dollar amount of refunded gift card sales aggregated by the current grouping. | $0 | No |
Refunded Account credit Balance Sales | Total dollar amount of refunded account balance transactions aggregated by the current grouping. | $0 | No |
Refunded Prepaid Product Sales | Total dollar amount of refunded prepaid product sales aggregated by the current grouping. | $0 | No |
Refunded Gratuity | Total dollar amount of refunded gratuity aggregated by the current grouping. | $0 | No |
Discretionary Discounts | Total dollar amount of manually applied discounts, excluding promotional offers, aggregated by the current grouping. | $20 | No |
Promotional Offers | Dollar value of promotional offers applied aggregated by the current grouping. | $20 | No |
Service Discretionary Discounts | Total dollar amount of discretionary discounts applied to services aggregated by the current grouping. | $15 | No |
Net Amount (Less Vouchers) | Total net amount in dollars after discounts and refunds, excluding sales tax and voucher redemptions, aggregated by the current grouping. | $100 | No |
Service Net Amount (Less Vouchers) | Net amount in dollars from services after discounts and refunds, excluding sales tax and voucher redemptions, aggregated by the current grouping. | $100 | No |
Service Net Amount Per Appointment | Average net service amount in dollars per appointment, aggregated by the current grouping. | $75 | No |
Service Net Amount Per Appointment (Less Vouchers) | Average net service amount in dollars per appointment, excluding voucher redemptions, aggregated by the current grouping. | $100 | No |
Retail to Service Amount % | Percentage of retail product net amount relative to service net amount, calculated as Net Retail Product Amount divided by Net Service Amount. | 10% | No |
Recurring Membership Net Amount | Net amount in dollars from recurring membership renewals after discounts and refunds, excluding sales tax, aggregated by the current grouping. | $200 | No |
Total Membership Net Amount | Net amount in dollars from all membership purchases and renewals after discounts and refunds, excluding sales tax, aggregated by the current grouping. | $300 | No |
Gift Card Net Amount | Net amount in dollars from gift cards after discounts and refunds, aggregated by the current grouping. | $120 | No |
Account Credit Balance Net Amount | Net amount in dollars from account balance purchases after discounts and refunds, aggregated by the current grouping. | $120 | No |
Prepaid Product Net Amount | Net amount in dollars from prepaid product purchases after discounts and refunds, aggregated by the current grouping. | $50 | No |
Net Amount Per Order | Average net amount in dollars per order, calculated as Net Amount divided by Order Count, aggregated by the current grouping. | $50 | No |
Net Amount Per Order (Less Vouchers) | Average net amount in dollars per order, calculated as Net Amount (Less Vouchers) divided by Order Count, aggregated by the current grouping. | $125 | No |
Net Gratuity | Net gratuity amount in dollars after refunds, aggregated by the current grouping. | $100 | No |
Fee Amount | Dollar amount of the fee applied, if any. | $10 | No |
Sales Tax | Total sales tax in dollars across all taxable sales, aggregated by the current grouping. | $60 | No |
Service Sales Tax | Total sales tax in dollars from services, aggregated by the current grouping. | $70 | No |
Retail Sales Tax | Total sales tax in dollars from retail products, aggregated by the current grouping. | $10 | No |
New Membership Sales Tax | Total sales tax in dollars from new membership purchases, aggregated by the current grouping. | $50 | No |
Recurring Membership Sales Tax | Total sales tax in dollars from recurring membership renewals, aggregated by the current grouping. | $10 | No |
Total Membership Sales Tax | Total sales tax in dollars from all membership purchases (new and recurring), aggregated by the current grouping. | $0 | No |
Package Sales Tax | Total sales tax in dollars from package purchases, aggregated by the current grouping. | $0 | No |
Service Collected Amount | The total amount collected from clients for services in dollars. Calculated as service net amount plus service tax amount, aggregated by the current grouping. | $500 | No |
Retail Collected Amount | The total amount collected from clients for retail products in dollars. Calculated as retail net amount plus retail tax amount, aggregated by the current grouping. | $125 | No |
New Membership Collected Amount | The total amount collected from clients for new membership purchases in dollars. Calculated as new membership net amount plus tax amount, aggregated by the current grouping. | $100 | No |
Recurring Membership Collected Amount | The total amount collected from clients for recurring membership renewals in dollars. Calculated as recurring membership net amount plus tax amount, aggregated by the current grouping. | $150 | No |
Total Membership Collected Amount | The total amount collected from clients for all membership purchases (new and recurring) in dollars. Calculated as total membership net amount plus tax amount, aggregated by the current grouping. | $200 | No |
Package Collected Amount | The total amount collected from clients for package purchases in dollars. Calculated as package net amount plus package tax amount, aggregated by the current grouping. | $100 | No |
Redeemed Voucher Value | Dollar value of vouchers redeemed aggregated by the current grouping. | $10 | No |
Business Charges | Dollar amount of per-service, per-location recoverable costs set by the business and subtracted before commission, aggregated by the current grouping. | $75 | No |
Capped Business Charges | Dollar amount equal to the lesser of Net Sales and Business Charges, or 0 if negative, aggregated by the current grouping. | $0 | No |
Merchant name | The official name of the merchant account associated with the order line item. | Jackson Smith | Yes |
Resource category name | Name of the resource category associated with the appointment service linked to this sale line item, if applicable. | Facial Rooms | Yes |
Resource name | Name of the resource assigned to the appointment service linked to this sale line item, if applicable. | Facial Room 1 | Yes |
Is staff active | Flag indicating if the staff member is active (true = active). | Active | Yes |
Staff alternate ID | A secondary identifier used to uniquely identify a staff, if provided. | 12347543-jhg287382-7bdjs | Yes |
Staff external ID | The external identifier for each staff record. | 12347543-jhg287382-7bdjs | Yes |
Staff nickname | Preferred nickname or short name of the staff member | Jacks | Yes |
Client current membership name | List of membership names currently associated with the client, if applicable. | Beauty Bank | No |
Client current membership state | The current status of the client’s membership (e.g., Active, Paused, Canceled), if applicable. | Active | No |
Is Staff Requested | Flag indicating whether the appointment was client-requested (true = client requested a specific staff member). | True | Yes |
Is Appointment Self-booked | Flag indicating whether the appointment was booked by the client (true = booked by client). | True | Yes |
Is Appointment Pre-booked | Flag indicating whether the appointment was booked in advance before checkout (true = pre-booked). | True | Yes |
Location Tags | Tags assigned to the business location, if available. | Charlotte | Yes |
Order Tags | Tags assigned to the order, if available. | New Client | Yes |
Appointment Tags | Tags assigned to the appointment, if available. | First Time | Yes |
Client Tags | Tags assigned to the client profile, if available. | New Client | Yes |
Report Caveats
There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.
Caveats | Details and Impact |
Only clients with sales in the date range appear | This report is built on sales activity. Clients with no orders in the filtered period will not show rows, so lapsed or inactive clients will not appear unless you widen the date range. |
Membership fields reflect current status, not status at time of sale | Is client a member and Client current membership state show the client's membership standing today, even when viewing historical sales periods. |
Gratuity is after refunds | The default Gratuity column is the net amount. |
Voucher-redeemed services use the service list price | Sale Amount values services redeemed with vouchers at the service list price. Use the Less Vouchers measures to exclude voucher-covered value. |
Use Case Example Configurations
Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.
Use case | Description | How to configure the report |
Identifying high-value clients | Rank clients by spend to find your highest-value clients and prioritize retention and VIP treatment. |
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Appointment & booking behavior | Track appointment counts, prebooked, self-booked, and walk-in rates to understand rebooking behavior. |
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Sales performance by client | Review service, product, membership, and gift card spending per client to assess value contribution. |
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Client spend composition | Break down each client's spend across services, retail, memberships, packages, and gift cards to understand contribution mix. |
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Revenue composition by client | Compare retail, service, package, and membership mix for each client to understand contribution diversity. |
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Refund & discount monitoring | Track refunds, discounts, and voucher use per client to understand transaction quality and promotional impact. |
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