📝 Overview
The Sales Totals and Sales Tax Report shows calculated business totals for any selected date and time period. This article covers how to run the report, what each section of the Totals screen shows, and how to change the date, copy employee information, and print the report.
📊 Run the Sales Totals and Sales Tax Report
Click the Totals button on the button bar, or select Sales Totals and Sales Tax Report from the Reports drop-down menu. The Sales Totals and Taxes screen appears.
Make the appropriate date selections in the Date Range section.
If you're viewing totals for a single day, you can enter the time of day for calculations in the Time Range section. For example, you can view totals for a single day from 9:00 AM to 1:00 PM, then run another calculation for 1:00 PM to 5:00 PM.
In the Individuals section, select who to include in the Totals report:
Employees: All (grouped by employee name): include all employees.
Employees: Only employees listed on the Employees screen (group by employee ID): include only current employees. Check or uncheck the appropriate boxes:
Do not list employees with a zero total: won't include employees with no recorded sales.
Include all booth renters/independent contractors: include all booth renters/independent contractors in the totals.
Only this employee: select the employee from the drop-down list.
Only this booth renter/independent contractor: select the booth renter/independent contractor from the drop-down list.
If you're networking, you can show totals for All Computers or for a specific computer by clicking the Select button in the Computers section. This is useful for businesses that have multiple computers on the business network.
Click OK. The Totals screen appears.
🧾 Understand the Totals Screen
The Totals screen is divided into five sections. Click or double-click most entries on the Totals display to view the information associated with that calculation.
🎁 Other
Backbar and gift certificate totals.
Backbar: the amount of backbar from closed tickets.
Services - backbar: the amount of services minus backbar from closed tickets.
Gift Cert. Purchased: for reference, the gift certificate purchase cost entries on the Gift Certificates screen are shown.
📈 Summary
Summary of financial totals and returns.
Products: amount of products sold.
Services: amount of services sold.
Total Tax: total sales tax collected. Some states, cities, and countries have multiple sales taxes. You can enter up to three different taxes for products and three different taxes for services.
Product Returns: amount of product refunds.
Service Returns: amount of service refunds.
Withheld Tips: amount of withheld tips collected.
Settled Tips: amount of settled tips given to employees.
Credit Added: if a client was credited, the amount of credit appears in this field.
Credit Used: credit that a client used on a ticket. The amount of credit given appears in this field.
Gift Certs Purchased: amount in gift certificates purchased (from tickets).
Gift Certs Redeemed: amount in gift certificates redeemed (from tickets).
Petty Cash In: amount of petty cash put in the drawer.
Petty Cash Out: amount of petty cash taken out.
Loyalty Points Rewards: amount of loyalty points rewards given.
Coupons Redeemed: total amount of coupon discounts redeemed.
Total: grand total of all sales and returns for the date range selected.
💳 Payment and Change
Summary of payments received and change given.
Name: the type of tender used on the transaction, such as Cash, Check, or Visa.
In: the total amount of the tender type taken in as a payment.
Out: the total amount of the tender type given out as change.
Net: net profit from each tender type. Net is equal to Amount In minus Amount Out.
🏛️ Tax(es)
Amount of sales tax charged. All applicable sales tax(es) on products and services are displayed in the Tax(es) section. Products and services can have up to three separate taxes applied to each. Each tax is listed individually with the amount that was taken.
👥 Employee(s) and/or Booth Renter(s)/Independent Contractor(s)
Totals by employee(s) and/or booth renter(s)/independent contractor(s).
ID: the employee or booth renter/independent contractor ID.
Name: the employee or booth renter/independent contractor name.
Products: amount of products sold by the employee or booth renter/independent contractor.
Services: amount of services sold by the employee or booth renter/independent contractor.
Returns: amount of returns performed by the employee or booth renter/independent contractor.
Backbar: amount of backbar used by the employee or booth renter/independent contractor.
Total: amount of services sold plus products sold minus the returns and backbar.
# of Tickets: number of tickets closed by the employee or booth renter/independent contractor.
📅 Change the Date Selection
You can change the date from the Sales Total and Sales Tax Report screen.
Click the Change Date option in the upper left. The Sales Totals and Taxes screen appears.
Make the appropriate date(s) selection.
Click OK. The Totals and Sales Tax screen appears, displaying the new date or date range.
📋 Copy Employee Information
You can quickly copy employee and booth renter/independent contractor totals, then paste them into a word processor or spreadsheet program.
Click the Copy Employee Info button in the upper left. The Copy Completed notification appears stating: "The information has been copied to the clipboard."
Click OK to proceed.
Paste the employee information into a word processor or spreadsheet program by pressing Ctrl+V on your keyboard.
🖨️ Print the Report
There are four options for printing the report.
📄 Print All Information
Prints the entire report with all details.
Click the Print All Information button in the upper left. The Printing Options screen appears.
Verify the settings and click Print.
🧻 Print to Receipt Printer
Prints the totals formatted to standard receipt paper size.
Click the Print to Receipt Printer button in the upper left. The Printing Options screen appears.
Verify the settings and click Print.
🗂️ Print Employee Table
Prints only the details from the Employee(s) and/or Booth Renter(s)/Independent Contractor(s) table as it appears.
Click the Print Employee Table button in the upper left. The Printing Options screen appears.
Verify the settings and click Print.
✂️ Print Summary Stubs
Prints the Employee(s) and/or Booth Renter(s)/Independent Contractor(s) table broken up by each individual employee.
Click the Print Summary Stubs button in the upper left.
Select how many employees to print per page. The Printing Options screen appears.
Verify the settings and click Print.