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Sales Summary

Updated over 2 weeks ago

Sales Summary Report

The Sales Summary Report provides a high-level view of your sales activity at the Fee Type level (this is your “summary row”). You can customize the report with multiple filters and toggles to get the exact information you need.


Filters

When running the Sales Summary Report, you can filter your results by:

  • Date Range

    • Choose a custom range or select from preset options.

  • Fee Type

    • Select the specific fee type(s) you want to report on.

    • The list of fee types is automatically generated from your organization’s setup.

  • Payment Method

    • Options include: Account, ACH, Cash, Check, Credit, Comp, and No Charge.


Toggles

Use the toggles to refine what appears in your report:

  • Hide Empty Rows – Excludes rows with no values.

  • Show Only Summary Rows – Displays only the top-level summary.

  • Include Point of Sale – Adds POS transaction data (if your organization uses POS).

  • Include Active Forms – Includes payments from any currently active forms.


Report Columns

You can adjust which columns display in your report. Available column options include:

  • Item

  • # Sold

  • Total Paid

  • Total Pending

  • Total Sales

  • Total Unpaid

  • Total Partial


Export Options

Once your report is generated, you can:

  • Export to CSV or Excel for further analysis or recordkeeping.

  • View grand total at a glance in the top-right corner of the report.


Tip: If you only need a quick snapshot of overall sales, try enabling Show Only Summary Rows for a simplified view.

💡Note: The # Sold indicates the number of orders that have the products on it not the number of products sold.

For example, if 1 order had 5 books of guest passes purchased, the number sold will show as 1.


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