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Locate: Reports > Sales
Prerequisites: Permission to view reports.
The Sales Report is kind of a jack of all trades in that you can generate multiple different report types from one page in your Checkfront dashboard. In total, there are 7 different Sales Report types and each of these can then be filtered by Date, the Staff member who made the booking, booking Category or by Item.
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Note The Sales Reports do not include cancellations or voided bookings. Please see the Booking Index (Booking > Index) to report on these records. |
Overview
In the following article, we will show you what variations of the Sales Report are available, but then also how to use the filtering features to target more specific results. In addition, we will look at how to configure the visibility of Columns and Export reports. All this, using the Day report as an example. We will then look at each type of report in detail.
Sales Report Types
Back to topThe seven Sales Reports types are as follows:
- Day
- Booking
- Booking Item
- Customer
- Staff
- Category
- Item
Report Filtering
Back to topAs mentioned above, each report can be filtered to produce very specific and targeted results. In addition to Date Source, you can filter your results by Date, the Staff member who made the booking, the item Category or by a specific Item.
- Date Source
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Date Source allows you to filter the data shown by the date the booking was Created, the date booking Starts or the date the booking Ends.
- Date
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Date allows you to choose a time frame for which to display data. In the example below, we have chosen to display the date for bookings Created within the Last 30 days.
Please note, if a date is not included in the report, there were no bookings on that day.
- Staff Filter
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To filter results by a Staff member, click on the button labelled Staff and make a selection from the drop-down menu. The results will display all bookings made by that Staff member during the chosen Date range.
- Category Filter
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To filter results by item Category, click on the button labelled Category and make a selection from the drop-down menu. The results will display all bookings that contain items from the chosen Category.
- Item Filter
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To filter results by Item, click on the button labelled Item and make a selection from the drop-down menu. The results will display all bookings that contain the selected Item.
- Show Item Parameters
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Select Show Item Parameters to include any Item Parameter data associated with the booking.
- Clear
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Clear your Transaction report filters and sorting to find additional or other data.
Columns Display
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Columns can be turned on or off by selecting or deselecting the blue boxes as seen in the image above.
Columns may also be re-arranged by dragging and dropping via the control (dot pattern) to the left of each field, also seen above.
Export
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You can Export your current Sales Report using the link in the top right corner. You are able to enter a name for the report and choose the output format.
Save As
Specify the name of the export file. By default, the file name will include the name of the report, plus the applicable date range. You can edit the name of the file if needed by placing focus on the Save as field and entering the desired name.
Format
Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).
Save To
The report can be saved to your Computer, Email or Google Drive.
Columns
Choose to export Visible columns or All columns (if there are columns that you have chosen to hide in the online report view).
Max Rows
Choose to limit the maximum number of rows to export (Max Rows) or choose to export All Rows.
Sales Report: Day
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The Day Report shows the revenue generated on any given day during the time frame selected.
Date
Depending on which Data Source you have chosen, the first column in the report will be either Created, Start or End date.
Item Quantity
The next column displays the Quantity of Items booked during the reporting period. This includes all items booked unless you're using a report filter.
Discounts
Total of any Discounts that were applied to the bookings for the date in question.
Gross Sales
Total revenue generated on the date selected, not including any Discounts that were applied to the bookings.
Net Sales:
Total revenue generated on the date selected, including any Discounts that were applied to the bookings.
Taxes:
Total tax applied to the bookings that day. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the bookings that day, including any applicable taxes and applied Discounts.
Number of Bookings:
The Number of Bookings for that Day.
Sales Report: Booking Item
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The Booking Item Report shows all separate bookings during the selected time frame on a per-item basis.
The available data columns are as follows:
Booking Code:
Booking reference Code. This is hyperlinked and can be clicked on to access the Booking Invoice.
Status:
Shows the current status of the booking in question.
Item Name:
Name of the Item which has been booked. You can group like Items together by clicking on the column header, as shown in the image above. Clicking again will reverse the display order. The data in this field is hyperlinked, so you can click on the name to Edit the Item.
Item SKU:
Unique ID code assigned to your Item by the Checkfront system.
Created Date:
Date on which the booking was made.
Staff:
Name of the staff member who made the booking (hidden from view in the screenshot above).
Customer Name:
Name of the Customer that made the booking. The data in this field is hyperlinked, so you can click on it to access the Customer record.
Item Quantity:
The next column displays the Quantity of the Item booked.
Discounts:
Total of any Discounts that were applied to the booking.
Gross Sales:
Total revenue generated, not including any discounts that were applied to the booking.
Net Sales:
Total revenue generated, including any Discounts that were applied to the booking.
Taxes:
Total Taxes applied to the booking. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the booking, including any applicable Taxes and applied Discounts.
Start Date:
The Start Date of the Booking.
End Date:
The End Date of the booking.
External Channel:
This will show the External Channel of the booking from the myallocator integration such as; Expedia, Air Bnb, etc.
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Note The External Channels column will only show if there are bookings made through the myallocator integration. |
Sales Report: Booking
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The Booking Sales Report shows a list of all invoices generated during the selected time frame.
The available data columns are as follows:
Booking Code:
Booking reference Code. This is hyperlinked and can be clicked on to access the Booking Invoice.
Status:
Shows the current Status of the booking in question.
Staff:
Name of the Staff member who made the booking.
Created Date:
Date on which the booking was made.
Customer Name:
Name of the Customer that made the booking. The data in this field is hyperlinked, so you can click on it to access the Customer record.
Item Quantity:
The next column displays the quantity of the Items booked.
Discounts:
Total of any Discounts that were applied to the booking.
Gross Sales:
Total revenue generated, not including any Discounts that were applied to the booking.
Net Sales:
Total revenue generated, including any Discounts that were applied to the booking.
Taxes:
Total Taxes applied to the booking. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the booking, including any applicable Taxes and applied Discounts.
Paid Total:
Total amount paid towards the Invoice balance.
Balance Owing:
Balance owing on the Invoice. This is the Invoice total minus any payments that have already been applied.
Start Date:
The Start Date of the Booking.
End Date:
The End Date of the booking.
External Channel:
This will show the External Channel of the booking from the MyAllocator integration such as; Expedia, Air Bnb, Etc.
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Note The External Channels column will only show if there are bookings made through the MyAllocator integration. |
Sales Report: Customer
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The Customer Sales Report shows a list of all customers that have made a booking during the time frame selected.
The available data columns are as follows:
Customer Name:
Name of the Customer that made the booking. The data in this field is hyperlinked, so you can click on it to access the Customer record.
Customer Email:
Email address of the Customer who made the booking.
Customer Phone:
Phone number, if supplied, of the Customer who made the booking.
Item Quantity:
The next column displays the quantity of the Items booked by the Customer during the selected time frame.
Discounts:
Total of any Discounts that were applied to the Customer's bookings.
Gross Sales:
Total revenue generated from the Customer, not including any Discounts that were applied to their bookings.
Net Sales:
Total revenue generated from the Customer, including any Discounts that were applied to their bookings.
Taxes:
Total Taxes applied to the bookings. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the bookings, including any applicable Taxes and applied Discounts.
Paid Total:
Total amount paid towards the Invoice balances.
Balance Owing:
Balance Owing on the Invoices. This is the Invoice total minus any payments that have already been applied.
Number of Bookings:
The Number of Bookings associated with that Customer.
Sales Report: Staff
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The Staff Sales Report shows bookings totals for all staff members during the selected time frame.
The available data columns are as follows:
Staff:
Name of the Staff member to which the data is attributed.
Item Quantity:
The number of Items booked by the Staff member during the selected time frame.
Discounts:
Total of any Discounts that were applied to the bookings.
Gross Sales:
Total revenue generated, not including any Discounts that were applied to the bookings.
Net Sales:
Total revenue generated, including any Discounts that were applied to the bookings.
Taxes:
Total Taxes applied to the bookings. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the bookings, including any applicable Taxes and applied Discounts.
Sales Report: Category
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The Category Sales Report shows booking data for each individual category during the selected time frame. If a category is not listed in the report, then there were no bookings during that period.
The available data columns are as follows:
Category Name:
Name of the Category to which the data is attributed.
Item Quantity:
Number of Items booked in the Category during the selected time frame.
Discounts:
Total of any Discounts that were applied to the bookings.
Gross Sales:
Total revenue generated, not including any Discounts that were applied to the bookings.
Net Sales:
Total revenue generated, including any Discounts that were applied to the bookings.
Taxes:
Total Taxes applied to the bookings. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the bookings, including any applicable Taxes and applied Discounts.
The Item Sales Report shows booking data for each individual Item during the selected time frame. If an item is not listed in the report, then there were no bookings during that period.
The available data columns are as follows:
Item Name:
Name of the Item to which the data is attributed.
Item SKU:
Unique ID code assigned to the Item by the Checkfront system.
Item Quantity:
Number of Items booked during the selected time frame.
Discounts:
Total of any Discounts that were applied to the bookings.
Gross Sales:
Total revenue generated, not including any Discounts that were applied to the bookings.
Net Sales:
Total revenue generated, including any Discounts that were applied to the bookings.
Taxes:
Total Taxes applied to the bookings. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the bookings, including any applicable Taxes and applied Discounts.
Number of Bookings:
The Number of Bookings for this Item.
Flex Plan and Booking Fee
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Are you on the Checkfront Flex plan? If so, the Booking Fee is displayed with the Sales report (Reports > Sales). This is the fee charged to Guests for Checkfront services. The above example shows the Booking Fee within the Day version of the Sales Report.
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Interested in our Flex plan? Learn more about the Checkfront Flex Plan! |