Overview
The Daily Summary report provides a summary of daily activity by appointments, services, and products. This is the best all-purpose report, so if you want to build a customized report, but don’t know where to start we recommend starting with the daily summary.
Note: As of August 1, all sales metrics include the value of vouchers that have been redeemed for services. If you use vouchers in your business, please see Vouchers as Payments: Before and After for more info and a breakdown of voucher value.
Default Metrics
Metric | Definition |
Appointment Count | distinct count of appointments |
Requested Appointment Count | number of appointments where a staff member was requested |
Sale Date | date of sale |
Service Count | count of total services complete |
Service Sales | net sales amount for service line items |
Service Sales Tax | total sales tax for service line items |
Product Quantity Sold | total quantity of products sold |
Product Sales | net sales value for product line items |
Product Sales Tax | total sales tax for product line items |
Tip Sales | net sales from gratuity line items |
Product Client Count | count of unique clients who purchased a product |
Gross Sales | All sales before discounts and refunds. This includes Services, Retail, Packages, Memberships, Gift Cards, Gratuity, Account Balance, Offset Fees, and Prepaid Units. Sales do not include Sales Tax. |
Net Sales | All sales after discounts and refunds. This includes Services, Retail, Packages, Memberships, Gift Cards, Gratuity, Account Balance, Offset Fees, and Prepaid Units. Sales do not include Sales Tax. |
Customization Options
Customizing reports gives you complete control, so you can see where you can improve and make data-driven decisions that drive your business forward.
Location and Staff
Sale Date and Location
Staff and Date OR Date and Staff
Membership Sales
Additional columns can be added to track membership sales, including New Membership Sales, Recurring Membership Sales, and Total Membership Sales. A membership sales report provides insight into membership acquisition trends and helps track performance.
Add columns for New Membership Sales, Recurring Membership Sales, and Total Membership Sales.
Tag Summary
To view a tag summary, group the rows by order tag and add the following columns:
Appointment Count
Retail Product Count
Package Count
Total Membership Count
NOTE: This was formerly a beta report.