This Report is currently in Beta and only available to a few users. Stay tuned for more news and updates - we hope to make it available for everyone shortly!
Detailed Production Report
The Detailed Production Report is a report that provides information on the products or services charged by your business. This report is useful for tracking key performance indicators (KPIs) and analyzing sales using various overviews.
You can locate this report by navigating to the Reports menu >> Financial Reports and selecting Production reports.
The Production Detailed report is a subtab on this page.
📌The sales revenue sums / totals per product or service
Overview
The Detailed Production Report displays the following information:
entry type (product or service)
product or service name
categories (❗if blank, then the products / service listed are write-ins)
AAHA codes
gross sales (value before discounts are applied or tax added)
discounts (does not include tax)
revenue pre-tax (value after discounts are applied but before tax)
taxes
net sales (value including tax)
Filtering Options
This report offers the ability to filter by period, staff member and type, categories, entry type (product or service), and AAHA codes. This allows you to shape the report to your specific needs and analyze sales data in different ways.
Tracking KPIs
The Detailed Production Report is a valuable tool for tracking KPIs using AAHA codes. You can also further analyze this data by provider (as assigned to the individual treatment or service) or the [SOAP] responsible staff member, allowing you to see the sales generated by each provider for each product or service.
📌The provider's name does not report on the table.
📌The SOAP Responsible name does not report on the table.
Commission Structures and Incentives
In addition to tracking KPIs, this report can also be used to fine-tune commission structures and incentives. The categorized values in the report can help you determine which products or services are generating the most sales and adjust your commission structures accordingly.
Exporting Options
The Categorized Production Report can be exported to CSV for where you can apply further customized grouping. This allows you to apply your own commission structures and incentives to the data and further analyze the sales data in a way that best suits your business needs.
What is a CSV file?
CSV is a widely compatible data file format which can be opened directly in Excel
Conclusion
The Detailed Production Report is a powerful tool for monitoring overall business health and tracking KPIs. With its customizable filtering options and detailed information on products and services, this report can also help you optimize your commission structures and incentives. Exporting options allow for further analysis and customization, making this report a valuable resource for any business.