Sales Reports
Sales reports answer every "how much did we sell?" question — by day, by month, by item, by staff member, by payment method. They all work the same way: choose your store and dates, then filter, group or export the list. See Working with Lists.
| Report | Answers the question |
|---|---|
| Sales Trends | "How are sales moving over time?" (chart) |
| Sales By Hour | "What are my busiest hours?" (chart) |
| Products Sales | "Which products sold, to whom, and at what profit?" |
| Discount Products Sales | "Which products were sold at a discount?" |
| Services Sales | "Which services were done, and by whom?" |
| Membership Sales | "Which memberships were sold?" |
| Membership Wallet Sales | "Which wallet memberships were sold?" |
| Package Sales / Package Services | "Which packages were sold, and which package services were used?" |
| Tips | "How much did staff receive in tips?" |
| Bill Based | "Show me every bill, in full" |
| Day Wise Sales | "What did each day bring in, and how was it paid?" |
| Day Wise Summary | "How did each day split between services, products, memberships…?" |
| Month Wise Sales Summary | "How did each month do?" |
| Sales Based GST Collection | "How much GST did I collect, bill by bill?" |
| Collection Summary | "How much money actually came in each day?" |
| Returns and Exchanges | "What was returned or exchanged?" |
Sales Trends
How to open it: Reports › Sales Trends (or the Sales trends button on the Dashboard)
A chart of how things are moving over time. Pick a Period (or your own From date and To date), the Store and the Report type, then click Show chart. Click Download picture to save the chart as an image. The report types are:
- Service Sales by Item / by Category
- Product Sales by Item / by Category
- Purchase by Category / by Item (the purchase orders you placed)
- Package Sales by name
- Package Service Redeem
- Membership Wallet Sales (online / offline)
- Membership Wallet Redeem by Service
- Loyalty point addition by day / redeem by day
Sales By Hour
How to open it: Reports › Sales Reports › Sales By Hour
Choose a Store, Date From and Date To, and click Show chart. You'll get a bar chart of sales for each hour of the day across your chosen dates (returned bills are left out). Use it to plan staff shifts and to pick the right times for offers.
Products Sales
How to open it: Reports › Sales Reports › Products Sales
Choose Date From and Date To and click Show sales. To see one store, pick it in the filter box under the store column. Returned bills are left out.
Every product sold, line by line: the store and billing counter, staff member, bill date, customer, category, product and its tax code, and quantity. For the money side you'll see:
| Column | Meaning |
|---|---|
| Purchase Price | What the product cost you |
| MRP | Maximum retail price |
| Sales Cost | The price set in Item Master |
| POS Set Price | The price actually charged at the counter |
| Profit Per Item | POS set price minus purchase price |
| Discount Per Item / Total Discount | Discount given |
| POS Set Price w/o Tax | The counter price with the tax taken out |
| Net Amount | POS set price without tax, minus the discount, for one item |
| Total Sales Amount Without Tax | Net amount times quantity |
| Final Sales Cost with Tax | What the customer paid for this line, tax included |
It also shows the payment mode, SKU, IMEI or serial number and barcode where recorded. Click a Bill Id to open the bill.
Discount Products Sales
The same as Products Sales, but only the products that were sold with a discount — a quick way to keep an eye on discounting.
Services Sales
Every service done, line by line, with the staff member, customer, category, Service Time, prices, discount, net amount and tax.
When two or more staff members share a service, Work Percentage shows each person's share, and Calculated Quantity gives them the matching part of the service — so everyone gets fair credit.
Membership Sales
Every membership sold: store, staff member, bill date, membership, quantity, taxes, sales cost, final cost and the customer. Returned bills are left out. There's no date box on this page: the list opens with all your membership sales, and you can narrow it with the filter under Bill Date.
Membership Wallet Sales
🔑 Which report you'll see:
- If Multi Center Membership Wallet is on for your account, you'll see Multi Center Membership Wallet Sales and Multi Center Membership Wallet Receipts.
- Otherwise you'll see Membership Wallet Sales.
Membership Wallet Sales – every wallet membership sold, with the customer, bill number, bill date, MRP, taxes and final cost.
Multi Center Membership Wallet Sales – every multi-center wallet sold, with the customer, bill date, prices, the Load Amount (value added to the wallet), the wallet amount and its expiry date.
Multi Center Membership Wallet Receipts – every time a customer used their wallet: the store where they used it, the receipt number and date, staff member, the service or product, its value, the store where they originally bought the wallet, and the tax details.
Package Sales
Every package sold: store, staff member, bill date, package, taxes, sales cost, quantity, total and customer. Like Membership Sales, there's no date box: use the filter under Bill Date.
Package Services
Every service customers used from their packages: the package, service, category, staff member, customer, service date, value, and — when staff share a service — each person's work percentage and share. There's no date box: use the filter under Service Date.
Tips
Choose your dates and click Show tips. Every tip received: store, bill date and day of the week, customer, the staff member who got the tip (Tip To Employee), Bill Amount, Tip Amount, Tip % Of Bill, payment mode and who made the bill (Billed By). To work out what to pay each person, group the list by Tip To Employee.
Bill Based
Choose a Store, Date From and Date To, then click Show bills — the list stays empty until you do. Click a Bill Id to open that bill.
Every bill for that store, one row each, with everything on it: store and billing counter, date and time, customer (with their GST number and company name, for business customers), staff member, bill total, every kind of discount (membership, percentage, cash, coupon, loyalty points), taxes, round-off, payable amount, any surcharge, and how it was paid — including cash paid and balance returned.
💡 This report is detailed, so it shows a limited range on screen. To look at a lot of data, export to Excel three months at a time.
Day Wise Sales
One row per store per day:
| Column | Meaning |
|---|---|
| Bill Count / Customer Count | Bills made and customers served |
| Total Sales | Bill amounts before any discount |
| Sales (Includes discount) | Total sales minus taxes (discounts still included) |
| Net Sales | Total sales minus taxes minus discounts — what you really earned |
| Total Discount / Total GST (CGST, SGST, IGST) | Discounts and taxes |
| Total Cash Collected / Cash Balance Returned | Cash in, and change given back |
| Card, Paytm, Cheque, NEFT, BHIM UPI, Wallet, Membership Wallet, Loyalty, PhonePe, Google Pay… | How customers paid |
| Return Count | Bills returned that day — their amounts aren't in the sales columns |
Choose your dates and click Show sales. Every store you can access is listed; a store with no bills on a day has no row for that day. Hover over a column heading to see a short explanation.
Day Wise Summary
One row per store per day, split by what was sold: bills, customers, total sales, discount, tax, and Service, Product, Membership, Membership Wallet, Package, Loyalty Point and Gift Card sales. Choose your dates and click Show summary.
Month Wise Sales Summary
The same idea, one row per store per month: total sales, tax, bills, customers, collection by payment mode, pending amount, sales by type, package service redemptions, membership wallet redemptions and the Average Per Customer. Choose the month to start from and the month to end at, then click Show summary.
Sales Based GST Collection
Choose a Store and your dates, then click Show GST. Every bill with its Bill Amount, Amount Paid, CGST, SGST, IGST, Total GST and how it was paid. Handy for your accountant.
A row can also be a later payment a customer made towards a pending amount, so one bill can have several rows. A later payment row shows only the money received: its Bill Amount and tax are 0, so each bill's tax is counted once. For GST returns, see GST Reports.
Collection Summary
How to open it: Reports › Sales Reports › Collection Summary
How much money actually came in, store by store and day by day — as opposed to how much was billed:
| Column | Meaning |
|---|---|
| Store / Date | Where and when |
| Number Of Bills | Bills made that day |
| Invoice Total | Everything billed that day, tax included |
| Unsettled Amount | The part of that day's bills left unpaid (customer dues) |
| Package Redemption Amount | Services paid for earlier through packages |
| Membership Wallet Redemption Amount | Services paid for from membership wallets |
| Settled Amount | Pending amounts customers paid off that day, even for bills from earlier days |
Choose your dates and click Show collection. Returned bills are left out. Package redemptions aren't new money: they were paid for when the package was sold.
Returns and Exchanges
How to open it: Reports › Sales Reports › Returns and Exchanges
| Report | What it shows |
|---|---|
| Return Bills | Every bill returned at one store, with the same details as the Bill Based report plus the Return Date, Refund Type and Return Reason. Choose a store and dates, then click Show returns |
| Item Wise Return | Each returned item: quantity returned out of the original quantity, staff member, date and time, Refunded Amount, Refund Type and remarks |
| Item Wise Exchange | Each exchange: the old item, the new item, quantities, staff member, date and time, and remarks |
Item Wise Return and Item Wise Exchange open with every return or exchange from all the stores you can access. Use the date filter in the Return Date or Exchange Date column to see a period.