Transaction detail report

Each row is one item on a sale: a service, add-on, product, package, gift card or tip. Use it to:

• Look up exactly what a client bought and who it was credited to.
• Check the add-ons sold with each service.
• See each tip as its own line, credited to the team member who got it.

1. 1

   From the main menu, go to Reports.

2. 2

   Click Transaction detail. The report opens for this month.

   Click to expand
3. 3

   Click Filters to change the Location, Team Member or Date range, then click Apply. See Run and filter reports.

• Date and Time - when the sale was created, in the location's time zone.
• Location - where the sale was made.
• Updated By and Provider - the team member the item is credited to.
• Client - who the sale was for.
• Item Name - the service, product or other item. Add-ons show which service they were sold with, as Add-on for.
• Price - the item's price on the sale.
• Type - the kind of item, such as Services, Products, Add-on or Tip.