The Report builder answers "can I see sales by X?" questions the fixed reports don't. Choose the dates and what to group by, and it adds up your sales that way, with totals, a chart and the usual exports. Save the views you like and share them with your team.
Before you start
- Who can do it: anyone whose role includes reports.
- It uses sales. For payments, appointments or stock, use the report for that. See Which report answers my question?
Build a report
Open the builder
Go to Reports and open Report builder.
Choose the dates
Use the date control, as on any report.
Choose what to group by
Under Group by, choose Month, Week, Day, Location, Team member, Service, Category, Item type or Payment method. The table updates straight away.
Read it
The columns suit the grouping: Sales, Revenue, Discount, Tax and Tip for most; Items and Qty for services, categories and item types; Payments and Amount for payment methods. Total is at the bottom and a chart shows revenue by group.
Save it
Enter a View name, tick Share with team if others should see it, and select Save view.
Use saved views
Select a saved view to load it. Views shared with the team are marked shared and everyone with reports access sees them, each through their own permissions and locations. To start from someone else's view, load it and choose Options → Duplicate. Delete view removes one you made.
Check it worked
Your view appears in the list of saved views. Selecting it later loads the same grouping.
If something goes wrong
Can I group by two things, like team member by month?
Not in one table. Choose one month and group by Team member, or export Sales list and use a spreadsheet.
"No data for this range"
Try a wider date range or another location.