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Knowledge Base |
Reports - Gross Sales Analysis
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This article is an overview of the Gross Sales Analysis Report. This report is a summary of the transactions for a specified date range, but broken down further within each category.
Requirements - A Master Admin login or a staff login with the following permissions:
To access your Gross Sales Analysis Report navigate to Reports > Sales > Gross Sales > Analysis. To generate your report, select your Date Range or choose a Preset Date Range > click Run Report. This report will include the following filters:
Filter by Employee Associated with Sale - Option to select a specific staff member
Exclude / Include / Show Only $0 Invoices - configure the report to include / exclude / only show $0 invoices
Client UserID (optional) - shows all invoices related to a specific client
Pending Refunds Date - Select to view Refund Attempted Date or Released Date (when the refund was 100% completed).
Show Drafted Downpayments as - If a down payment was drafted, this will allow you to configure how these show within the report.
The Gross Sales Analysis is a summary of the transactions, but broken down further within each category. There will be a summary per invoice detail broken out by: Down (down on day of purchase), Draft (invoice due in future), In Club, EFT Total, Payments Total, % of Gross and Sales Tax.
Paid Up Front - amount paid at the time of the sale
Deferred - total of payments that have been deferred
Down Total - Total of the Paid Up Front and Deferred payments
Draft - invoices due in the future
In Club - Invoices paid within the club's POS
EFT Total - The total of the Draft and In Club payments
Payments Total - Sum of the Down and EFT Totals
% of Gross Sales - the percentage of the Gross sales per category
Sales Tax - Sales tax charged for each category
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Related Articles:
Reports - New Gross Sales Detail
Reports - Gross Sales Summary
Requirements - A Master Admin login or a staff login with the following permissions:
- Reporting - Can access reports
- Reporting - Can access sales: gross sales detail
Accessing and Generating the Gross Sales Analysis Report
To access your Gross Sales Analysis Report navigate to Reports > Sales > Gross Sales > Analysis. To generate your report, select your Date Range or choose a Preset Date Range > click Run Report. This report will include the following filters:
Filter by Employee Associated with Sale - Option to select a specific staff member
Exclude / Include / Show Only $0 Invoices - configure the report to include / exclude / only show $0 invoices
Client UserID (optional) - shows all invoices related to a specific client
Pending Refunds Date - Select to view Refund Attempted Date or Released Date (when the refund was 100% completed).
Show Drafted Downpayments as - If a down payment was drafted, this will allow you to configure how these show within the report.
Understanding your Report
The Gross Sales Analysis is a summary of the transactions, but broken down further within each category. There will be a summary per invoice detail broken out by: Down (down on day of purchase), Draft (invoice due in future), In Club, EFT Total, Payments Total, % of Gross and Sales Tax.
Paid Up Front - amount paid at the time of the sale
Deferred - total of payments that have been deferred
Down Total - Total of the Paid Up Front and Deferred payments
Draft - invoices due in the future
In Club - Invoices paid within the club's POS
EFT Total - The total of the Draft and In Club payments
Payments Total - Sum of the Down and EFT Totals
% of Gross Sales - the percentage of the Gross sales per category
Sales Tax - Sales tax charged for each category
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Related Articles:
Reports - New Gross Sales Detail
Reports - Gross Sales Summary
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