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.
Date Paid
When using the Date Paid search mode, choose a From and To date. Results include every order paid in the selected window, even when the order was created in an earlier year.
The Order Date Range is grayed out while Date Paid is active. Switch back to a text-based search to use Order Date Range again.
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. If your organization uses Splash Cards, Splash Card also appears as a filter option.
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 commonly include:
Item
# Sold
Total Paid
Total Pending
Total Sales
Total Refunded
Total Unpaid
Total Partial
Total Refunded helps surface refunded activity, including refunded orders and eligible reversed transactions, instead of leaving that activity mixed into your paid totals.
The order you set in the Columns panel is reflected in the table and exports. Your column layout is saved per admin and restored on future visits.
Report Layout and Row Selection
Category rows are shaded and bold, with product rows indented beneath them so the hierarchy is easier to read. A totals row appears at the bottom of the table.
Use row checkboxes to control what is included in an export:
Select specific rows to export only those rows.
Leave all rows unselected to export the full filtered report.
Sales Summary filters remain in place while you navigate around the dashboard. Use Clear to reset the report filters to their defaults.
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.
Exported files are date-stamped and include a Type column at the end identifying each row as Category or Product. Use this column to distinguish category totals from product rows and avoid double-counting in spreadsheet formulas.
If Include Active Forms is enabled, your export includes the same active-form detail rows shown in the on-screen report, subject to the row selection.
Important export note: If you select any rows, the export is partial and contains only those rows. Clear the row selection to restore a full export.
✅ 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.