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