Sales Reports

Click on the links to jump to a report!

Gift Card List Report

Prepaid List Report

Revenue By Resource Report

Sales By Client Report

Sales By Date Report 

Sales By Employee Report

Sales By Employee Department Report

Sales By Inventory Report

Sales By Inventory Class Report

Sales By Inventory Department Report

Sales By Inventory Type Report

Sales By Lead Source Report

Sales By Manufacturer Report

Sales By Marketing Source Report

Sales By Ticket Report

Sales By Vendor Report

Sales Summary Comparison Report 

Gift Card List Report

This report shows all gift cards sold in the selected date range. Gift Cards sold through the sales register can appear on this report, as well as gift cards sold online with Envision Cloud. This report allows you to pull a wide range of data regarding gift cards like a client's remaining amount or the total amount of money spent using gift cards within your business for a period of time.

Options Include:

  • All or Single Client
  • Date Range Selection
  • Only Show Gift Cards with Available Balance
  • Only Show Online Gift Card Sales
  • Company Selection (For multi-location businesses)
  • Sort By Options

This report displays the following information:

  • Gift Card List
  • Purchased For (Client name)
  • Purchased By (Client name)
  • Sold On Date
  • Original Amount
  • Amount Used
  • Amount Remaining
  • Sold Online

Report Example:

sales_gift_list.png

Prepaid List Report

The Prepaid List report shows items sold to clients that are marked as prepaid. This report allows you to view information about prepaid purchases and their remaining amounts!

Options Include:

  • All Dates or Date Range Selection
  • All or Single Client
  • All or Single Item
  • Option to Only Show Remaining Prepaids & Hide Prepaid
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Date Sold
  • Item ID
  • Client Name
  • Expires On
  • Original Prepaid Quantity
  • Quantity Used
  • Quantity Remaining
  • Remaining Value 

Report Example:

prepaid_list_report.png

Revenue By Resource Report

The Revenue By Resource report is available in the Medspa version of Envision Cloud. You can upgrade your account on the Account Subscription page.

The Revenue by Resource report tracks the money that is made based on a resource used for appointments. This report is helpful to see the amount of revenue specific resources are producing based on the hour of the day. 

Options Include:

  • Date Range Selection
  • All or Single Resource Category

This report displays the following information:

  • Resource Used
  • Time
  • Revenue
  • Percent of Revenue

Important Notes:

  • Resources must be created in Envision Cloud and selected during booking to view information on this report.
  • The time column reflects the appointment's length of time.

Report Example:

sales_revenue_resource.png

Sales By Client Report

The Sales by Client report shows information about inventory items sold to clients in Envision Cloud, grouped by client. This report is helpful as it can display how much clients are spending and what types of inventory they're purchasing!

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection & Add Subtotal Option
  • Other Options 
  • Sort By Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter Option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Date (Detail)
  • Client
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Inventory Type (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Extended Price (Summary)
  • Total Cost (Summary) 
  • Price (Detail)
  • Price Total (Detail)
  • Cost Total (Detail)

Report Examples:

sales_by_client_detail.png

Detail

sales_by_client_summ.png

Summary

Sales By Date Report 

The Sales by Date report shows information about inventory items sold to clients in Envision Cloud, grouped by date. This report can be helpful in gathering data regarding sales for specific seasons or after a change within your business. 

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection & Add Subtotal Option
  • Other Options 
  • Sort Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter Option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Date
  • Client (Detail)
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Inventory Type (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Extended Price (Summary) 
  • Total Cost (Summary)
  • Price (Detail)
  • Price Total (Detail)
  • Cost Total (Detail)

Report Example:

sales_by_date_detail.png

Detail

sales_by_date_summ.png

Summary

Sales By Employee Report

The Sales by Employee report shows information about inventory items sold to clients in Envision Cloud, grouped by employee. This report can show you which employees are leading in sales for a set period of time!

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection
  • Sort By Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Employee
  • Client (Detail)
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Inventory Type (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Price (Detail)
  • Price Total
  • Cost (Detail)
  • Cost Total

Report Examples:

sales_employee_detail.png

Detail

sales_employee_summary.png

Summary

Sales By Employee Department Report

The Sales by Employee Department report shows information about inventory items sold to clients in Envision Cloud, grouped by employee department. This report can show you which department is leading sales for a set period of time. 

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection & Add Subtotal Option
  • Other Options 
  • Sort By Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter Option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Date (Detail)
  • Employee Department
  • Client (Detail)
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Inventory Type (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Extended Price (Summary) 
  • Total Cost (Summary)
  • Price (Detail)
  • Price Total (Detail)
  • Cost Total (Detail)

Report Examples:

sales_by_emp_dept_detail.png

Detail

sales_by_emp_dept_summ.png

Summary

Sales By Inventory Report

The Sales By Inventory report shows information about inventory items sold to clients in Envision Cloud, grouped by the inventory item. With this report, you can see which inventory items are selling most successfully in your business!

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection & Add Subtotal Option
  • Other Options
  • Sort By Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter Option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Date (Detail)
  • Inventory Item ID
  • Client (Detail)
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Inventory Type (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Extended Price (Summary)
  • Total Cost (Summary)
  • Price (Detail)
  • Price Total (Detail)
  • Cost Total (Detail)

Report Examples:

sales_by_inventory_detail.png

Detail

sales_by_inventory_summ.png

Summary

Sales By Inventory Class Report

The Sales By Inventory Class report shows information about inventory items sold to clients in Envision Cloud, grouped by inventory class. With this report, you can determine the popularity of certain inventory classes within your business. 

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection & Add Subtotal Option
  • Other Options 
  • Sort By Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter Option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Inventory Class
  • Date (Detail)
  • Client (Detail)
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Inventory Type (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Extended Price (Summary) 
  • Total Cost (Summary)
  • Price (Detail)
  • Price Total (Detail)
  • Cost Total (Detail)

Report Examples:

sales_by_inventory_class_detail.png

Detail

sales_by_inventory_class_summ.png

Summary

Sales By Inventory Department Report

The Sales By Inventory Department report shows information about inventory items sold to clients in Envision Cloud, grouped by inventory department. With this report, you can track the performance of varying inventory departments. 

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection & Add Subtotal Option
  • Other Options
  • Sort Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter Option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Date
  • Inventory Department
  • Client (Detail)
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Inventory Type (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Extended Price (Summary)
  • Total Cost (Summary)
  • Price (Detail)
  • Price Total (Detail)
  • Cost Total (Detail)

Report Examples:

sales_by_inventory_dept_detail.png

Detail

sales_by_inventory_dept_summ.png

Summary

Sales By Inventory Type Report

The Sales By Inventory Type report shows information about inventory items sold to clients in Envision Cloud, grouped by inventory type. With this report, you can gauge which inventory types are generating the most sales!

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection & Add Subtotal Option
  • Other Options 
  • Sort By Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter Option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Date (Detail) 
  • Inventory Type
  • Client (Detail)
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Extended Price (Summary)
  • Total Cost (Summary)
  • Price (Detail)
  • Price Total (Detail)
  • Cost Total (Detail)

Report Examples:

 

sales_by_inventory_type_detail.png

Detail

sales_by_inventory_type_summ.png

Summary

Sales By Lead Source Report

The Sales By Lead Source Report report shows information about inventory items sold to clients in Envision Cloud, grouped by lead source. This report is particularly valuable as it allows you to see how the ways clients find out about your business translate into sales! If a certain lead source like Facebook seems to generate the most sales, it could beneficial for your business to invest more in that social media channel. 

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection & Add Subtotal Option
  • Other Options 
  • Sort By Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter Option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Date (Detail)
  • Lead Source
  • Client (Detail)
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Inventory Type (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Extended Price (Summary) 
  • Total Cost (Summary)
  • Price (Detail)
  • Price Total (Detail)
  • Cost Total (Detail)

Report Examples:

sales_by_leadsource_detail.png

Detail

sales_by_leadsource_summ.png

Summary

Sales By Manufacturer Report

The Sales By Manufacturer report shows information about inventory items sold to clients in Envision Cloud, grouped by manufacturer. This report allows you to view which items from certain manufacturers are the most popular with your clients, helping you decide where to reorder from next time!

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection & Add Subtotal Option
  • Other Options
  • Sort By Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter Option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Date (Detail)
  • Manufacturer
  • Client (Detail)
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Inventory Type (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Extended Price (Summary)
  • Total Cost (Summary)
  • Price (Detail)
  • Price Total (Detail)
  • Cost Total

Report Examples:

sales_by_manufacturer_detail.png

Detail

sales_by_manufacturer_summ.png

Summary

Sales By Marketing Source Report

This report shows information about inventory items sold to clients in the program, grouped by marketing source. The marketing sources entered in the Sales Register come from the Lead Source List, but are used in the sales register to track how clients heard about your business. To have marketing sources you must enable "Prompt for marketing source." in "General POS Options" under Company Settings. 

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection & Add Subtotal Option
  • Other Options 
  • Sort By Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter Option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Date (Detail)
  • Marketing Source
  • Client (Detail)
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Inventory Type (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Extended Price (Summary)
  • Total Cost (Summary)
  • Price (Detail)
  • Price Total (Detail)
  • Cost Total (Detail)

Report Examples:

sales_by_marketing_source_deatil.png

 

Detail

sales_by_marketing_source_summ.png

Summary

Sales By Ticket Report

The Sales By Ticket report shows information about inventory items sold to clients in Envision Cloud, grouped by the ticket or transaction number. This report allows you to see how much your business is selling per transaction. 

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection & Add Subtotal Option
  • Other Options
  • Sort By Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter Option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Date (Detail)
  • Ticket Number
  • Client (Detail)
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Inventory Type (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Extended Price (Summary)
  • Price (Detail)
  • Price Total (Detail)
  • Total Cost (Summary)
  • Cost Total (Detail)

Report Examples:

sales_by_ticket_detail.png

Detail

sales_by_ticket_summary.png

Summary

Sales By Vendor Report

The Sales By Vendor report shows information about inventory items sold to clients in Envision Cloud, grouped by vendor. With this report, you can determine which vendor items generate the most sales for your business! 

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Option to Show Graph
  • Inventory Type Selection
  • Column Selection & Add Subtotal Option
  • Other Options 
  • Sort By Options
  • Company Selection (For multi-location businesses)
  • Show Only Retail, Only Backbar or All
  • All or Single Client
  • Use Client Filter Option
  • All or Single Lead Source
  • All or Single Employee
  • All or Single Employee Department
  • All or Single Item
  • All or Single Inventory Department
  • All or Single Inventory Class
  • All or Single Vendor
  • All or Single Manufacturer

This report displays the following information:

  • Date (Detail) 
  • Vendor
  • Client (Detail)
  • Employee ID (Detail)
  • Inventory ID (Detail)
  • Inventory Type (Detail)
  • Ticket Number (Detail)
  • Quantity
  • Extended Price (Summary)
  • Total Cost (Summary)
  • Price (Detail)
  • Price Total (Detail)
  • Cost Total (Detail)

Report Examples:

 

sales_by_vendor_detail.png

Detail

sales_by_vendor_summ.png

Summary

 

 

Sales Summary Comparison Report 

The Sales Summary Comparison report gives your business the ability to easily compare and analyze your business's sales! With this report, you can view your sales from two different periods of time and how they stack against one another. With this report, you can track trends in sales of particular items or by a particular employee. The possibilities are almost endless!

Options Include:

  • Group By Options 
  • Date Ranges Selection
  • Option to Show Graph
  • Inventory Type Options 
  • Sort By Options 
  • All or Single Client 
  • Use Client Filter Option 
  • All or Single Lead Source 
  • All or Single Employee 
  • All or Single Employee Department 
  • All or Single Item 
  • All or Single Inventory Department 
  • All or Single Inventory Class
  • All or Single Vendor 
  • All or Single Manufacturer 

This report displays the following information:

  • Day 
  • Total Sales Prior 
  • Total Sales Closed 
  • Sales Difference 
  • Prior Cost 
  • Closed Cost 
  • Cost Difference 
  • Prior Profit 
  • Closed Profit 
  • Profit Difference 

Report Example: sale_summary_comparison.png

 

 

 

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