Opening the report
Go to /service-specialist/reports and open one of the sales reports such as Sales Summary, Sales by Service, Sales by Team Member, Sales by Location, or Daily Sales.
What it shows
- total sales and net revenue trends
- daily performance over time
- revenue by service
- revenue by team member
- revenue by location
Sales totals include non-cancelled bookings and are grouped by booking creation date, rather than appointment date. They can include bookings whose balance is still unpaid. Use Payments Collected to check recorded successful payments and Outstanding Payments to review balances still due.
Filtering and exporting
Use the period picker to switch between Today, This Week, Month to Date, Last Month, Last 3 Months, or Custom.
Use Export to download the current report as CSV, Excel, or PDF.