Help CenterThe Sales report can be printed by different options including by category, by client, by vet and by employee.
Note: The Sales report is based off invoices and will include the invoice total whether it is paid, partially paid or unpaid. It will include all invoices in the date range chosen when printing.
Click on Reports, Revenue, Sales Report.
Enter the date range.
Detailed – This option shows the detail of each item on the invoice, including client name, invoice number, line item code, description and price.
Summary – This option will only give totals with no other details.
There are many ways to run this report.
Daily Report: This can be run by three options – Invoice #, Category and Employee. This is a total for today’s date only and includes taxes, if any.
Categories: These are used to break down your revenue by grouping them by Boarding, Daycare, Grooming, Exercises, Feedings, Retail and so on.
Customers: This option will show all items purchased or a total amount for the client.
Employees: The invoice can be assigned to an employee and this option will show all items or give a total amount for the employee.
Vets: This option will show all items or give a total amount for the vet assigned to the pet.
Vendors: This option will show all items or give a total amount for the vendor assigned to the inventory item.
Exclude tax: This option will either include or exclude tax from totals.
The most common way to run this report is by All Categories, Summary. This will break down your revenue by each category, i.e boarding, daycare, groom, exercises and so on.
Here is the same report, printed by Detailed.
You can also choose one or more options instead of showing all options. For example, you can click Select and the ‘..’ button to choose all the groom options to get those totals.
