The Sales Summary report is a super handy breakdown of gross sales, net sales, discounts, fees, refunds, taxes, gratuity—all neatly organized for your records. 📊With the ability to filter by provider as well as date range, this report is here to help you keep tabs on business trends, giving you all the ins and outs of your sales.
To get an eye on things, check out these steps:
- Click the three blue lines in the upper left and choose the Reports tab
- Scroll down to open up the Sales Summary Report
- Set your date range, as well as provider, across the top
- In the upper right corner, you even have the option to print or export the report!
Also, if you're looking for commission reports for providers, the Sales Summary Report could be helpful, as well as several other reports on the Reports page.