Sales Interval Report

Modified on Tue, 13 Jan at 7:08 AM

This report tracks product purchases and miscellaneous charges based on the frequency of transactions.

Things to know:

Access to this report is governed by the "Accessing Reports" access control settings.
The report analyzes product purchases and miscellaneous charges within the selected date range, comparing them to the client's previous transaction.
If a client has only one recorded purchase or charge, they will not appear in this report.

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Clients section, select the Sales Interval report

When the report opens, you can filter by a specific location, staff, and date. You also have the ability to export to Excel, PDF, or print. Once you have selected your filters, click on the UPDATE button to generate the desired data.

Report Filters

Filter	Description
Location	The location where the product sale or misc charge occurred Accounts with One Location: No location filter is shown Accounts with Multiple Locations: The location filter allows you to view data for a specific location or all locations within that account
Staff	The staff member who processed the product sale or miscellaneous charge.
Date	The date range in which the product purchases or charges occurred.

Report Columns

Column	Description
Time Between Purchases	The number of days between the client’s current purchase (product or miscellaneous charge) and their previous transaction.
Frequency	The total number of occurrences of this time interval across all clients in the report.
Clients	The number of unique clients who made purchases or incurred charges within the selected date range.

For more information, contact us at support@mytime.com.

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