Financial Report: Sales - Service

The Sales - Service report provides you details of all the services performed at your center including the sale amount realized, the guest who availed the service, the therapist who performed the service, and payment details.   

Table of Contents

Navigation

Follow these steps to run the report:

  1. Make sure you have selected the center for which you want to run the report. 

  2. On the Main menu, click the Reports tab.

  3. On the Reports Dashboard, click Finance > Sales (from the filter).

  4. From the list of reports, click Sales - Service. The report opens in a new tab.

  5. Make your selections in the Filter Criteria and click Refresh.
    The report opens.

  6. To export the report, on the top right side of the report, click the Excel ()  or .CSV icons (). 

Filter Criteria

Criteria Options Description
Business Unit List of Business Units 

Select All to view sales of all services across all Business Units.
To view sales related to a particular Business Unit, select that Business Unit.

Time Period Today,
Last 7 days,
Last 14 days,
1 Month,
2 Months,
3 Months,
6 Months,
Custom
Based on your requirement, from the drop-down list, select either today, last 7 or 14 days, 1, 2, 3, or 6 months.
You can alternatively choose Custom from the list and specify custom dates.
Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August. 
Invoice Status All,
Open,
Closed
Select All to view sales of both open and closed invoices.
To view sales of either open or closed invoices, make the appropriate selection as either Open and Closed.
Sold By List of all Therapists Select Sold by - All to view service sales details of services performed by all therapists.
To view service sales of services performed by a particular therapist, select that therapist from the list.
Service Name, Tag   To view the sales of a particular service, enter the service name or tag in the field.
To view the sales of all the services at your center, leave this field blank.  


Column Descriptions

Column Description
Invoice The invoice number. Clicking the invoice number opens the invoice details.
Service Name The name of the service. For example, Deep tissue massage.
Clicking the service name opens the service details.
Receipt No The receipt number generated when the invoice was closed.
Note: If the invoice is open, no receipt number is generated.
Category The category the service belongs to. For example, Massage.
Sub Category The subcategory the service belongs to. For example, Full Body.
Sold On The date on which the appointment for the service was created.
Serviced On The date on which the guest availed the service.
Guest The name of the guest who purchased the service.
Guest Center The primary center of the guest (the center at which the guest's profile was first created).
Employee Code The unique identifier of the therapist who performed the service.
Sold By The therapist who performed the service.
Quantity The number of services performed as part of the invoice.
Room The room in which the service was performed.
Room Category The category of room in which the service was performed. For example, Luxury.
Promotion The promotion name (if the service was performed as part of a promotion).
Note: If the front office gave a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.
Price The list price of the service.
Adjusted Price The price after factoring in redemptions (membership credits ).
Discount The discount amount given manually or due to membership or campaign.
Loyalty Points Redemption The amount paid for the service using loyalty points.
Membership Redemption The amount paid for the service using membership credits.
Membership Service Redemption The value of the membership service credits redeemed for the service.
Prepaid Card Redemption The amount paid for service using prepaid card.
Cashback Redemption The amount paid for the service using a cash back coupon.
Net Price The price of the service before tax and after discount and redemptions.
The value here is Price - (Discount + Loyalty Points Redemption + Membership Redemption + Prepaid Card Redemption + Gift Card Redemption + Cashback Redemption).
Tax The tax on the Net Price.
Price Paid The amount paid by the guest for the service. Adding the Net Price and Tax gives this value.
Sale Value The sale amount collected through Cash, Card, Check, and Financial Custom Payments.
The sale amount is inclusive of discounts and excluding tax.
Note: If payment is made through redemptions, then the sale value for that service is zero.
Package Redemption The value of the package benefits redeemed for the service.
Payment Type Displays the Payment type as Cash, Card (Visa, Mastercard), etc.
Created By The name of the employee who created the appointment.
Status Shows the status of the invoice as Open or Closed.
Closed On The date on which the invoice was closed.
Appointment Source Displays Zenoti if the guest walked-in or called for an appointment.
Else displays Web or Mobile if the guest booked from the Webstore or Customer Mobile Application (CMA) respectively.
Guest Code The unique identifier associated with the guest name.
First Visit Displays Yes or No to indicate if this is the guest's first visit to the center.
Member Displays Yes or No to indicate if the guest has an active membership or not.
Closed By The name of the employee who closed the invoice.
Business Unit The Business Unit the service belongs to.
Requested Displays Yes if the guest requested for a specific therapist. Else displays No.

 

 

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