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How to view a sales and revenue report
How to view a sales and revenue report

Learn how to view how much you sold over a date range

Mark Raa avatar
Written by Mark Raa
Updated over 6 months ago

A sales and revenue report allows you to view the totals for your sales over a date period.

To view this report, click on 'My Business' and then on 'Reports':

For 'Report Type', choose 'Sales / Revenue Report' and then choose 'Standard' for the report sub type. Sales and revenue reports can be run for a date range, so remember to choose the date range you want to view. You are able to view the report 'On Screen', or download it as a PDF or Excel file:

The standard report will display the value of services done, retail sold, any gratuity that was added, and gift cards that were purchased for the date range chosen. These are grouped by date and display the totals at the bottom of the report:

​Please note, that only users with the 'sales and revenue report permission' enabled can access this report. Should you not be able to access this report, your administrator may be able to assist with enabling your access to view this report at their discretion by amending your permissions in the staff section.

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