Beta Sales Reports Flashcards
Based on date range selected, this report shows all daily activity appointments, services and products.
Looking for high level summary of business count/revenue by day for multiple locations?
Beta Daily Summary
Total product sales by revenue, tax, quantity and per order. Customize your search by brand, category or name and group rows by staff, client, tags.
Beta Product Sales
This report shows total service sales by revenue, tax, count, client count and sales per appointment. Customize the search by changing the Report Data - services sold by a location, staff member, clients or date.
Beta Service Sales
This report lists advanced details for sales and refunds and is a great template to start with when searching for a specific order or trends or orders.
Because you can drilldown by clicking on a data point, you will be able to see each order in that date range based on rows or columns.
Beta Detailed Line Item
Product supplier metrics including sales, sales tax and average sales per order.
Use this report to find out your spend on product vs sales. Add Month in Columns Grouped By and you can see a trend in spend as well as sales.
Beta Sales by Supplier
Summary of discount and offer activity.
Pending on what you are searching for the primary data grouping could be Location, Operator (Staff), Discount Name, Type or ID. With Secondary Data (Rows Grouped By) organize by Location, Discount, Discount Type.
Beta Discounts & Offers
This report has the most flexibility to provide reporting on discounts per staff, product, brand, category, order, services etc.
Discount data can also be grouped and drilldown to provide all details of order.
Find where your discounts are being applied and best use.
Beta Discount Sales
This reports allows you to easily calculate payroll for any employee on an hourly pay rate. You can even get granular and track the total hours clocked for any date range across each location and employee.
Beta Time Clock Summary
This report allows you or your accounting professionals to monitor all cash flow. Your front desk can also use this report to create a summary at the end of each day, making it easy to track all cash sales, pay-ins, deposits, and shortages over time. Consider every penny accounted for.
Beta Register Closeout Summary
This report expands on the Sales Summary report to show itemized client transaction details. You can also filter by merchant and payment method type.
Beta Payments & Refunds
