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 and invoice number, 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.
Report Summary
A summary panel is available to provide the Sales Total.
This area has a separate date filter.
Transactions by payment status: the number of the sales by payment status (Pending, Partially paid or Paid)
Sales by status: the total sales amount by sale status (Open, Ready for checkout, Closed)
Taxes: total taxes charged in the selected date range
Taxable: total sales that have incurred tax. ❗Note: this value is before tax is added
Non-taxable: total sales that have no tax charged
Credit Notes: total credit notes created in the period
Tax Credited: any taxable amount included on these credit notes.
Discounts: total discounts passed
Sales: total sales value (after discounts are removed and taxes added)
Report Details
Expanding a sale will show any payments allocated to the sale
Which sales are included in the report?
invoices generated and dated for the specified date range,
SOAP records/sales that have been closed 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.
📌 When running the report, we recommend setting the Sale Status filter to Closed.
This will ensure a static Total Sales value.
❗If a sale has the Open or Ready-for-checkout status, the sale date is not fixed, and the sale could be re-assigned to another period.
📌 You can also export this table to CSV.
What is a CSV file?
CSV is a widely compatible data file format which can be opened directly in Excel
📌 Larger reports will be sent via email and will not download directly
How to use the Sales Report
You can apply separate filters for the report totals and the sales table details.
This gives you more flexibility and control over how you view your data.
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.
You can see how much discount was applied to each sale as an amount.
This helps you understand how discounts affect your sales revenue and profit margin.
You can see who was responsible for each sale.
The Staff column will show the staff member who was marked as the responsible person for the SOAP.
For counter sales, the Staff column will show the user who created the sale.
This way, you can measure the performance of your staff and reward them accordingly.
You can edit columns by selecting or deselecting them, rearrange column order horizontally and sort specific columns (ascending or descending).
You can also see the client's name and the patient's name for each sale.
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.
You can also launch a direct chat with the client from the report, which allows you to communicate with them easily and conveniently.
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.
