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Sales Report Fields

Dimensions

Center ID – Unique identifier for the business center.
Center Name – The official name of the business center.
Center Display Name – The name displayed to customers.
Currency – The currency used in transactions.
Invoice No – The unique number assigned to each invoice.
Receipt No – The unique number assigned to each receipt.
Guest ID – Unique identifier for the guest/customer.
Guest Name – The full name of the guest/customer.
Guest Code – An internal code assigned to the guest.
Sold On – The date when the sale was made.
Date – The reporting date for the transaction.
Center Code – A unique code representing the center.
Item Type – The category of the item sold (e.g., service, product).
Item Name – The name of the sold item.
Item Code – The unique identifier for the sold item.
Gift Card Code – The unique code assigned to a gift card.
Tax Code – The tax classification applied to the item.
Last Payment Date – The date of the most recent payment on the invoice.
Invoice Item ID – Unique identifier for an item within an invoice.
Employee Name – The name of the employee handling the transaction.
Employee Code – Unique identifier assigned to the employee.
Employee Job Code – The job role or classification of the employee.
Tags – Custom tags assigned to the transaction.
Promotion – The promotion or discount applied to the sale.
Coupon Printed – Indicates whether a coupon was printed for the transaction.
First Visit – Indicates whether this is the guest’s first visit.
Package – The package associated with the sale.
Package Invoice – The invoice linked to a package sale.
Payment Type – The method of payment used (cash, card, etc.).
Business Unit Name – The department or unit within the business handling the sale.
State Code – The state identifier for tax purposes.
SAC – Service Accounting Code (for tax classification).
Created Date In Center – The date the transaction was created in the system.
HSN – Harmonized System Nomenclature code for tax classification.
Error – Indicates any issues or errors in the transaction record.

Metrics

Item Row Num – The row number for the item in the invoice.
Row Num – The overall row number in the sales report.
Quantity – The number of units sold for the item.
Loyalty Point Redemption – Points redeemed for this transaction.
Membership Redemption – Membership balance applied to the transaction.
Prepaid Card Redemption – Prepaid card balance used for payment.
Cashback Redemption – Cashback applied to the transaction.
Package Redemption – Amount redeemed from a purchased package.

Monetary Metrics

Tips – The amount of gratuity paid by the customer.
Due – The remaining amount still to be paid.
Rounding Adjustment – Any rounding applied to the total amount.
Cash – The amount paid in cash.
Card – The amount paid via credit/debit card.
Check – The amount paid via check.
Custom – A custom payment type used.
Points – Loyalty points applied as payment.
Membership Paid – Amount paid using a membership balance.
Prepaid Card – Amount paid using a prepaid card balance.
Unit Price – The price per unit of the item.
Sale Price – The listed sale price of the item before discounts.
Discount – The discount amount applied to the sale.
Final Sale Price – The total amount after discounts.
Total Tax – The total tax applied to the transaction.
State Tax – The tax amount applied based on the state code.

Collections Report Fields

Dimensions

Center ID – Unique identifier for the business center.
Center Name – The official name of the business center.
Center Display Name – The name displayed to customers.
Currency – The currency used in transactions.
Invoice ID – Unique identifier for the invoice.
Invoice No – The unique number assigned to each invoice.
Receipt No – The unique number assigned to each receipt.
Date – The reporting date for the collection.
Created Date – The date the collection record was created.
Closed Date – The date the transaction was closed.
Status – The current status of the collection (e.g., paid, pending).
Guest ID – Unique identifier for the guest/customer.
Guest Name – The full name of the guest/customer.
Front Desk Assistant Name – The name of the employee at the front desk handling the transaction.
Items ID – Unique identifier for the items in the transaction.
Items Name – The name of the items being sold or redeemed.
Items Code – Unique code assigned to the items.
Items Type – The category of the item (e.g., service, product).
Items Therapist ID – Unique identifier for the therapist or service provider.
Items Invoice Item ID – The unique ID of an item within an invoice.
Item Payments – Payment details related to specific items.
Item Taxes – The tax applied to the item.
Transactions – Details of financial transactions linked to the collection.