Total Sheet

Location: Reports > Transaction Reports 

Total Sheet

The Total Sheet is a great report to run daily, weekly, monthly, or anytime you need a full snapshot of your business. It provides a summary of key data including worker sales, company sales, ticket adjustments, payments, tips, and more.

This article will also guide you on where to find more detailed information for each section shown in the Total Sheet.

To generate the Total Sheet report:

• Go to Reports > Transaction Reports > Total Sheet
• Enter your desired date range
• Click Generate or select Schedule

Your results will display below in separate tables based on transaction type. See additional details below for a breakdown of each section.

This report can be exported or printed for your records.

Note: You can hide any $0.00 rows by selecting the “Hide $0.00 Rows” checkbox for a cleaner view

Note: To learn more about scheduled reports, click here

Worker Sales Table

The Worker Sales section provides a summary of each worker’s performance for services, products, tips, and guest charges within the selected date range. All amounts are displayed before tax.

Each worker will appear on their own row based on the date range selected.

Column descriptions:

• Worker Name – Displays the worker’s first and last name
• Service Sales – Total value of service sales completed within the selected date range
• Product Sales – Total value of product sales within the selected date range
• Total Sales – Combined total of service and product sales for the selected date range
• Total Tips – Total value of tips collected within the selected date range
• Guest Charge – Total value of guest charges within the selected date range

At the bottom of the table, you will see combined totals for all workers displayed based on the selected date range.

Note: The Total Tips column represents both tips paid out and tips left in the drawer combined.

For a more detailed report on Worker Sales, check out the Itemized Sales Report (located in Reports > Sales Reports > Itemized Sales) or the Sales Analysis Report filtered by employee (located in Reports > Business Analysis Report > Sales Analysis Report).

The Guest Charge is not deducted from the Service Sales totals for workers but is noted to the right hand side in a grey font. To see the Guest Charge deducted from Service Sales for a worker, use the Service Sales Report for a specific worker. 

Important Note: If a service or product is refunded, the amount will be reflected in this report regardless of whether “Deduct From Worker” was selected. To view how refunds impact worker pay when “Deduct From Worker” is used, please refer to the Process Compensation Report.

Company Sales Table

The Company Sales section provides a summary of all sales and refunds, including Service Sales, Service Refunds, Product Sales, Product Refunds, Membership Sales, Membership Sales Online, Membership Refunds, Class Sales, Class Refunds, Misc Sales, Misc Refunds, Variable Ticket Fees, and Variable Ticket Fee Refunds.

Adjustments occur when the original price is changed manually, such as applying a promotion, reward points, or a prepaid package. See the Adjustments table below for more details.

Column descriptions:

• Sales Type – Displays the name of the sales type
• Sales – Total dollar value for each sales type based on the selected date range
• Adjustments – Total value of any price changes applied to that sales type within the selected date range
• Total – Combined value of sales and adjustments for that sales type
• Tax – Total tax collected for that sales type within the selected date range
• Total + Tax – Combined total of sales, adjustments, and tax for that sales type

At the bottom of the table, you will see combined totals for all sales types across each column based on the selected date range.

Note: If you are participating in non-cash payment (NCP) discounting, additional sales types will appear for Non-Cash Payment Fees and Non-Cash Payment Fee Refunds.

For a more detailed report on the Company Sales, check out the Itemized Sales Report (located in Reports > Sales Reports > Itemized Sales).

Adjustments Table

The Adjustments Table shows any intangible payments or adjustments applied to a service or product, including prepaid package usage, reward points, promotions, or manual price changes (higher or lower than the original amount).

Column descriptions:

• Adjustment Type – Displays the name of each adjustment applied
• Number – Total quantity of each adjustment type applied during the selected date range
• Amount – Total dollar value of the adjustment applied within the selected date range

At the bottom of the table, you will see combined totals for both the Number and Amount columns for all adjustments types displayed.

For a detailed report on items that were manually adjusted, check out the Price Adjustments Report (located in Reports > Transaction Reports > Price Adjustments). 

For a detailed report on Rewards Usage, check out the Rewards Report (located in Reports > Client & Appointment Reports > Reward Points).

For a detailed report on Promotions applied, check out the Promotions Report (located in Reports > Client & Appointment Reports > Promotions Report). 

Account Balances Table

The Account Balances Table shows any transactions where a balance was created for a client, including deposits, prepayments, service packages sold, gifts sold, or amounts applied as Received on Account. These balances are important to track because payments have been made or recorded, but they are not considered sales yet.

Column descriptions:

• Account Balance Type – Displays the name of the account balance type
• Amount – Total dollar value for each account balance type based on the selected date range

At the bottom of the table, a totals row displays the combined total amount for all account balance types shown.

Worker Tips Table

The Worker Tips table shows Tips Paid Out, Tips Left in Drawer, and any Tip Refunds, with a total displayed at the bottom.

• Tips Paid Out – Tips that were paid instantly to the worker. These are noted in the software and do not count toward your cash drawer at the end of the day or shift.
• Tips Left in Drawer – Tips intended to be paid out later. These are included in your Cash Counting at the end of the day or shift.

Column descriptions:

• Worker Tips – Displays how the tip was recorded (Paid Out, Left in Drawer, or Refund)
• Amount – Total dollar value of the tip type based on the selected date range

At the bottom of the table, a totals row displays the combined total of all tips shown in the table.

Note: If you’re integrated with Tippy, an additional row for Tippy Tips and Tippy Refunds will display.

For a more detailed Tip Report, check out the Tip Detail Report (located in Reports > Compensation Reporting > Tip Detail Report).  For Tip Summaries for each worker with the "Deduct From Worker" considered, check out the Tip Summary Report ( located in Reports > Compensation Reporting > Tip Summary Report.)

Payments Table

The Payments Table provides a summary of all payments applied to tickets within the selected date range. It also includes any Unpaid Tickets, Change Back, Tips Paid Out, Cash Paid In, and Cash Paid Out.

Column descriptions:

• Payment Type – Displays the name of each payment method
• Electronic – Displays “Y” if the payment method is considered electronic
• Number – Quantity of times each payment type was used within the selected date range
• Amount – Total dollar value collected for each payment type within the selected date range

At the bottom of the table, a totals row shows the combined total of all payment types collected.

Note: Any unpaid ticket amounts are displayed in red font to quickly highlight both the quantity and dollar value of unpaid tickets within the selected date range, making them easy to identify in your checkout list.

To see these values broken down by Cash Drawer / Shift, use the Payment List Report (located in Reports > Transaction Reports) or in Cash Counting (located in Check Out List > Cash Counting).

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Table Totals

At the bottom of the report, the Table Totals section summarizes:

• Company Sales – After adjustments and including tax
• Account Balances – Total of all account balances
• Tips Left in Drawer – Total tips left in the drawer, minus any refunds

These values are combined to provide an overall Total for the report.

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