Can I search my Sales Report, or sort the data in any way?
We know the Sales Report is your most important spot to see, in real time, how much money you're making - which clients are purchasing and what they're buying, and be able to search for specific information to help your business. You can check your Sales Report to get the information you need.
You can search for any text included in the Sales Report - a client's name, email address, date, time, dollar amount, item, etc. Just click 'View All' to return to the main Sales Report and start over.
You can search/filter by using the Transaction Types, Funding Sources and Items pulldowns. They default to 'All'. You can filter your search by clicking any of the options on the pulldowns.
You can click on any column name to sort by the column header you clicked on! Clicking on the header for 'Subtotal' for example, sorts the Sales Report by Subtotal in ascending, then descending order by clicking it again.
Need to view a client's profile right from the Sales Report? Just click it! Need to see what that package they purchased includes? Just click it! Popups show you more information about the promo code, price, package, or session purchased, refund history and, clicking the client's name takes you to their profile for easy editing!
In the screenshot below, you can see these sections and how to access them:
That's about it! Any questions? Chat with us or send us an email to firstname.lastname@example.org