Sales Report

Keep track of your sales and transactions.

Sophia avatar
Written by Sophia
Updated over a week ago

The Sales Report is located within the Reports menu under the Financial Report sub-menu. You can filter all your sales by date, payment status, invoice, revenue stream, staff members, client, sales type, and services.

Based on the selected filters, you will see the total sales amount and the details of each sale.

📌 You can also export this table to Excel.

An aggregate box is available to provide the Sales Total.

This area has a separate date filter.

Which sales are included in the report?

  • invoices generated and dated for the specified date range,

  • SOAP records/sales that have been checked out on the specified date range, and

  • sales that have their first Billing entry dated for the specified date range.

This ensures that you don't miss any sales that are relevant to your reporting period.

Even if a sale was created after the date range, it will still show on the report if it meets one of these criteria.

How to use the Sales Report

  1. You can apply separate filters for the report totals and the sales table details.

    1. This gives you more flexibility and control over how you view your data.

    2. You can choose different date ranges, locations, staff members, payment methods, etc., for the summary and the details of your sales. For example, you can see the total sales for the whole month in the summary and see the sales for a specific week in the details.

  2. You can see how much discount was applied to each sale as an amount.

    1. This helps you understand how discounts affect your sales revenue and profit margin.

  3. You can see who was responsible for each sale.

    1. The Staff column will show the staff member who was marked as the responsible person for the SOAP.

    2. For counter sales, the Staff column will show the user who created the sale.

    3. This way, you can measure the performance of your staff and reward them accordingly.

  4. You can edit columns by selecting or deselecting them, rearrange column order horizontally and sort specific columns (ascending or descending).

  5. You can also see the client's name and the patient's name for each sale.

    1. The patient's name is linked to open the patient's Health Card. From there, you can access more information about the patient, such as their medical history, prescriptions, reminders, etc.

    2. You can also launch a direct chat with the client from the report, which allows you to communicate with them easily and conveniently.

    3. The previous hyperlinks to the records, counter sale or invoice, are still available, as well as the expanded view for each entry showing any payments received for the listed sales.

Did this answer your question?