ℹ️ The Sales Report provides you with a list of sales, discounts and taxes, along with payment & sales status, as well as client & patient information. The amount paid and due also help manage & monitor current debt.
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, sale status, invoice, staff, client, invoice number, sales type and subscriptions.
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 added 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
Custom Filters for Report Totals and Sales Details
You can apply different filters for the summary and details of your sales.
This means you can get a broader overview (like total sales for the whole month) and also dig into specific details (like sales for a certain week).
You can filter by things like dates, locations, staff, and payment methods.
See Discounts on Sales
The report shows how much discount was applied to each sale. This helps you understand how discounts impact your sales revenue and profit margins.
Track Staff Performance
The report tells you which staff member was responsible for each sale.
For SOAP sales, it shows the staff member marked as responsible.
For counter sales, it shows the user who created the sale.
This lets you track how well your team is performing.
Customize Your View
You can adjust which columns appear in the report.
You can choose which columns to show or hide, rearrange them, and sort data in ascending or descending order to find exactly what you need.
Access Client and Patient Information
The report also shows the client's name and the patient's name for each sale.
You can click on the patient's name to open their Health Card, where you can view more details like medical history, prescriptions, and reminders.
Direct Communication
You can directly chat with the client from the report, making it easy to reach out to them without leaving the report.
Quick Access to Records and Payments
The report still has links to related records, like the counter sale or invoice. You can also expand each entry to see any payments received for the sales listed.
With all these options, the Sales Report helps you analyze your revenue in a way that works best for your business!