Itemized Sales Report

Itemized Sales Report

Location: Reports > Sales Reports

Itemized Sales Report Overview
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The Itemized Sales Report provides a detailed breakdown of every line item on every ticket. This report is perfect for reviewing exactly what was sold, how it was paid, and who processed the transaction.

How to Generate the Report
  1. Select a Begin Date and End Date
  2. Choose to view results by:
    • Company (all workers)
    • Specific Worker
  3. Select which Items to Include (or choose all)
  4. Click Generate
Your report will display below and can be exported or printed at any time.

Available Filters
You can filter the report to include specific item types, such as:
  • Services
  • Products
  • Gifts
  • Tips (drawer & paid out)
  • Deposits & Prepayments
  • Packages & Memberships
  • Refunds
  • Classes
  • Online sales (gifts, packages, memberships, deposits)
  • Misc charges
  • Non-cash payments
  • Variable Ticket Fees (VTF)
  • Received on Account
  • Tippy Tips
  • Tippy Conv Fee
Understanding the Report Table
Each line represents an individual item from a ticket and includes:
  • Date - Displays the transaction date (MM/DD/YYYY)
  • Ticket Number - The unique ticket associated with the transaction
  • Client Name - Displays the client’s name, or “No Client” if none is assigned
  • Item - The specific service, product, or charge on the ticket
  • Worker - The staff member assigned to that item
  • Amount - The base price of the item
  • Tax - Tax collected for that item (if applicable)
  • VTF (Variable Ticket Fee) - Any  ticket fee applied
  • Total - Combined total of Amount + Tax 
  • Payment Type - Displays the payment abbreviation used
    • Multiple payment types will be separated by commas
    • If a ticket number appears, it indicates an included ticket
Sorting Options
You can sort the report using the options in the top right:
  • Date – Most recent to oldest
  • Ticket Number – Descending order
  • Client Name – Alphabetical (by first name)
  • Item – Alphabetical
  • Amount – Lowest value to highest value
  • Worker – Alphabetical (by first name)
  • Payment Type – Grouped by payment initials in sort order selected during setup
Totals Summary
At the bottom of the report, you’ll see totals for:
  • Amount
  • Tax
  • VTF
  • Total
These totals reflect the selected date range and applied filters.
IdeaQuick Tip: Selecting a Ticket Number will take you directly to the receipt for that ticket.
WarningImportant: Only completed tickets will appear on this report. This includes refund tickets.
AlertUnderstanding This Report: Each line represents a single item on a ticket. For example, if one ticket includes 2 services and 2 products, it will appear as 4 separate lines, all with the same ticket number




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