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Report: Service Sales Detail

Overview:

The Service Sales Detail report shows detailed information for every service on a closed ticket. The report lists all services line by line, so a ticket may appear more than once on the report (if there are multiple services on the ticket).

This report can be used alongside the Compensation reports (more info here) in further service revenue and applied discounts for each service on a ticket. The Compensation report only displays revenue by ticket, not by each service. The total service revenue for staff on the Service Sales Detail report will match total service revenue on the Compensation report, this report just provides a more detailed service revenue breakdown.

 

Report Filters:

 Filter Description
 Location

Filter by location the ticket is associated with. Will only be visible if multiple locations exist within the account.

 Staff

Filter tickets by selected staff, or all staff. 

 Date

Select desired date range. This range will determine the tickets reported, the tickets will be organized by original close date. Services will only be reported if a closed ticket exists.

 

Columns:

Column Description
Date

Date the ticket was closed.

Location

Location that is assigned to closed ticket.

Ticket

Ticket number for associated service. Clickable link will direct to closed ticket.

Appointment

Appointment ID for scheduled service. Clickable link will direct to appointment.

Client

Client for whom the service was performed. Clickable link will direct to client record.

Staff

Staff member who performed specific service on ticket. Clickable link directs to staff profile.

Category

Service category that specific service belongs to.

Service

Service name for specific service.

Revenue

Revenue for specific service (pre-discount).

Discount Discount that is applied to specific service on ticket.
Prepaid

Prepaid will show you prepaid amounts (from gift cards, membership credits) applied towards the service.

Refunds

Any service amounts that are refunded on the ticket.

Sales Tax/Refunded Tax

Sales tax collected or tax refunded for services on ticket.

Staff Commission

Commission earned for specific service. Only applicable if service commission has been set in staff profile.

Profit

Profit (for each service) is determined by subtracting discounts and commissions from service revenue.

 

 

 

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