Location: Reports > Sales Reports

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. This report can be exported or printed for your records.

                                                                                                                                                         

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
   

Pro Tip: When selecting Specific Worker, only workers who are available to be assigned  during checkout will appear as selectable options within the report.

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.

Quick Tip: Selecting a Ticket Number will take you directly to the receipt for that ticket.

Important: Only completed tickets will appear on this report. This includes refund tickets.

Understanding 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