Reporting on sales
Learn how to use the Sales report
Kevin Penner
Last Update il y a 9 mois
The Sales Report lets you access financial and sales data from several preset views. Each view provides data on gross sales, net sales, total sales, discounts, product quantity, and more from different perspectives.
There are 2 different Sales Report types: Sales by Booking, and Product.
Each can then be filtered by date source, date, the Staff member who made the booking, booking category, or product.
In the following article, we start with how to use the filtering features to target more specific results. In addition, we look at how to configure the visibility of columns and export reports. All this, using the product report as an example. We then look at each type of report in detail.
✘ The Sales Report does not include Cancelled, Voided, or Pre-bookings. Please see the Booking Index (Reports > Booking Index) to report on these records.
✓ The Sales Report does include Imported bookings.
The Sales Report might not line up with the Booking Volume report as the Booking Volume report excludes Imported bookings and includes Discounts.
Learn more about your reporting options here:
As mentioned above, each report can be filtered to produce specific, targeted results. In addition to date source, you can filter your results by date, the Staff member who made the booking, the product category, or by a specific product.
Date Source allows you to filter the data shown by the date the booking was Created, the date the booking Starts, or the date the booking Ends.
The Date filter allows you to choose a preset period. In the example below, we have chosen to display the date for bookings Created within the Last 30 days.
The Date filter preset options provided are All, Today, Yesterday, Last Week, Last 7 days, Last Month, All - past, Tomorrow, This Week, This Month, Next 7 days, Next 30 days, and All - upcoming.
You can report on a select date or date range by choosing the Custom option. This opens a date selector from which you can select a specific date or date range.
Please note, if a date is not included in the report, there were no bookings on that day.
To filter results by a Staff member, click the Staff button and select from the drop-down menu. The results display all bookings made by that Staff member during the chosen date range.
Have a long list of Staff and Partners? Quickly and easily find the person you want to filter for by entering their name into the keyword Search... at the top of the drop-down.
To filter results by product category, click the Category button and select from the drop-down menu. The results display all bookings that contain products from the chosen category.
Quickly and easily find the category you want to filter by entering their name into the keyword Search... at the top of the drop-down.
To filter results by product, click the Product ID/Product ID button and select from the drop-down menu. The results display all bookings that contain the selected product.
Avoid scrolling through a long list of products by entering their name into the keyword Search... at the top of the drop-down.
Clear your search and filtering by selecting the X icon within each filter or at the end of the filter row.
The Booking Sales Report shows sales by invoice for those generated during the selected time frame.
The available data columns are as follows:
Booking Code
Booking reference code. This is hyperlinked and can be clicked on to access the Booking Invoice.
Status
Shows the current status of the booking in question.
Staff
Name of the staff member who made the booking (hidden from view in the screenshot above).
Date
Depending on which date source you have chosen, the date column in the report is either Created, Start, or End date.
Customer Name
Name of the Customer that made the booking. The data in this field is hyperlinked, so you can click on it to access the Customer record.
Product Quantity
The next column displays the quantity of the product booked.
Discounts
Total of any discounts that were applied to the booking.
Gross Sales
The sum of product sales revenue generated, including the product rate and guest rate, but not including any discounts or exclusive or inclusive taxes. Inclusive taxes have been broken out.
Net Sales
Gross revenue, including any discounts and excluding taxes.
Taxes
Total taxes applied to the booking. Depending on your local tax requirements, there may be more than one tax column.
Total
The total amount received from the booking includes applicable taxes and applied discounts.
Paid Total
Total amount paid towards the invoice balance.
Balance Owing
Balance owing on the invoice. This is the invoice total minus any payments that have already been applied.
Start Date
The start date of the Booking.
End Date
The end date of the booking.
The available data columns are as follows:
Product Name
Name of the product to which the data is attributed.
Product SKU
Unique ID code assigned to the product by the system.
Product Quantity
Number of products booked during the selected time frame.
Discounts
Total of any discounts that were applied to the bookings.
Gross Sales
The sum of product sales revenue generated, including the product rate and guest rate, but not including any discounts or exclusive or inclusive taxes. Inclusive taxes have been broken out.
Net Sales
Gross revenue, including any discounts and excluding taxes.
Taxes
Total taxes applied to the bookings. Depending on your local tax requirements, there may be more than one tax column.
Total
Total amount received from the bookings, including applicable taxes and applied Discounts.
Number of Bookings
The number of bookings for this product.