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?" |
| 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. Choose the From Date, To Date, Store and the Reports Type:
- Service Sales by Item / by Category
- Product Sales by Item / by Category
- Purchase by Category / by Item
- 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
A bar chart of sales for each hour of the day across your chosen dates. Use it to plan staff shifts and to pick the right times for offers.
Products Sales
📺 Watch: Products Sales
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 |
| Net Amount | After discount |
| Final Sales Cost with Tax / w/o GST | The final amount, with and without tax |
It also shows the payment mode, SKU, and IMEI or serial number where recorded.
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
📺 Watch: 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
📺 Watch: Membership Sales
Every membership sold: store, staff member, bill date, membership, quantity, taxes, sales cost, final cost, the customer, and whether the membership is still active.
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
📺 Watch: Package Sales
Every package sold: store, staff member, bill date, package, taxes, sales cost, quantity, total and customer.
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.
Tips
Every tip received: store, bill date and day of the week, customer, staff member, Bill Amount, Tip Amount, Tip % Of Bill and payment mode.
Bill Based
📺 Watch: Bill Based
Every bill, 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
📺 Watch: 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 |
| Net Sales | Total sales minus taxes (discounts still included) |
| Actual 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 |
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.
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, and package service redemptions.
Sales Based GST Collection
📺 Watch: Sales Based GST Collection
Every bill with its Bill Amount, Amount Paid, CGST, SGST, IGST, Total GST and how it was paid. Handy for your accountant. For GST returns, see GST Reports.
Returns and Exchanges
How to open it: Reports › Sales Reports › Returns and Exchanges
| Report | What it shows |
|---|---|
| Return Bills 📺 Watch | Every bill that was returned, with the same details as the Bill Based report |
| 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 |