The Sales Summary report shows your sales totals by fee type (category), with each product listed underneath. Use it for a quick picture of revenue. For individual transactions, use Sales Details.
To open it, go to Finances → Sales Summary.
Filter the Report
Order Date Range: choose a preset or set your own dates.
Fee Type: choose one or more fee types. The list comes from your club's setup.
Payment Method: Account, ACH, Cash, Check, Credit, Comp, or No Charge. Splash Card also appears if your club uses Splash Cards.
Report by Date Paid
To see what was paid in a period, instead of what was ordered, switch to Date Paid and choose From and To dates. Results include every order paid in that window, even if it was ordered earlier. While Date Paid is on, Order Date Range is greyed out.
Your filters stay in place while you move around the dashboard. Click Clear to reset them.
Toggles
Hide Empty Rows: hides rows with no sales.
Show Only Summary Rows: shows category totals only. It's the quickest way to get an overall snapshot.
Include Point of Sale: adds point of sale sales, if your club uses point of sale.
Include Active Forms: adds payments from forms that are currently active.
Read the Report
Category rows are shaded and bold, with their products indented underneath. A totals row is at the bottom, and the grand total is in the top-right corner.
Click Columns to choose which columns appear and in what order. Your layout is saved for you and used in exports.
Item: the fee type or product.
# Sold: the number of orders that include the item, not the number of items. For example, one order with 5 books of guest passes counts as 1.
Total Sales
Total Paid, Total Pending, Total Partial, and Total Unpaid: sales split by payment status.
Total Refunded: refunded orders and reversed transactions, shown separately so they aren't mixed into your paid totals. Refunded Splash Card orders appear here too.
NOTE: Voided point of sale orders, including voids and re-rings, aren't counted in Total Sales, Total Paid, or Total Unpaid. That keeps Total Unpaid matching your unpaid invoices for the same dates.
Paid reservation fees appear as their own line, broken down by facility.
Export the Report
To export only certain rows, check the boxes next to them. To export the whole filtered report, leave every box unchecked.
Click Export and choose CSV or Excel.
Exported files are date-stamped. A Type column at the end marks each row as Category or Product, so you don't double-count category totals in spreadsheet formulas. If Include Active Forms is on, the export includes the same form rows shown on screen.
IMPORTANT: If any rows are checked, the export only includes those rows. Uncheck them all to export the full report.