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

Learn how to view a detailed sales and revenue report to see staff breakdowns

Mark Raa avatar
Written by Mark Raa
Updated over a week ago

A sales and revenue report allows you to view the totals for your sales over a date period. We allow you to group this by staff member, and display the individual items that make up the totals so that you can see exactly what each staff member did with the totals.

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

For 'Report Type', choose 'Sales / Revenue Report' and then choose 'Detailed Staff Breakdown' 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:

This report will display the value of services done, retail sold, any gratuity that was added for the date range chosen for each staff member. These are grouped by date but will show the individual line items and display the totals at the bottom of the report:

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