The Sale by Product report provides a list of products sold on orders within the selected date range. Only data for closed orders will be included in the report. Please note that item-level discounts will impact the item totals, but order-level discounts will not be reflected. Order-level discounts are applied after taxes are calculated per item. Since this report summarizes item-level information, order-level discounts are not considered in the totals.
Search Criteria
Start Date
Use the calendar component to select the start date, which defines the beginning of the search timeframe. The selected start date includes the entire day, based on the facility's time zone.
End Date
Use the calendar component to select the end date, which defines the end of the search timeframe. The selected start date includes the entire day, based on the facility's time zone.
Date Type
You may choose to run the report based on either the order's Closed Date or the Transaction Date. If an order was closed within the selected date range, it will be included in the report results. When using the Transaction Date, all transactions— including refunds— that occurred during the specified timeframe will be included.
Filter By Product Category
To apply the filter, click the + icon next to the Start Date field. The Product Category filter is optional and can be used to narrow the report results to one or more specific product categories. By default, the report includes all product categories.
Filter By User
To apply the filter, click the + icon next to the Start Date field. The User filter allows you to limit the report results to orders facilitated by specific employees.
Example Results
Report Columns
Product Name
Displays the name of the product associated with each order.
Packaged Item
If a party package or item package includes individual items, those items will be listed in this column. Please note that pricing is displayed only at the package level; however, the report will include the individual items within each package along with their respective quantities.
Order Type
The Order Type may include Memberships, In-House Parties, Online Bookings, and Online Store purchases.
Order #
Displays the order number assigned to each transaction. When the report is run within the system, this field is clickable, allowing quick access to the corresponding order details.
Category
Displays the product category, if one has been assigned. Categories can be configured at the product level within the Edit screen.
Bar Code
If a barcode has been entered for the product, it will be displayed in this field.
Quantity
Indicates the quantity of the item sold per line item on the order.
Discounted
Displays a Yes or No value to indicate whether an item-level discount was applied to the item.
Base Price
The price of the product excluding taxes.
Included Tax
The amount of tax applied to the product, if the product's taxes are flagged as "Tax Included" in the item price.
Tax
The total amount of tax applied to the product.
Total
The total of base price, tax included, and tax for the product.
Order Date
The date on which the order was created.
Order Time
The local time when the order was created.
Closed Date
The date on which the order was closed.
Closed Time
The local time when the order was closed.
Party Date
The party date, if a party package or party product was sold.
First Transaction Date
The date of the first transaction associated with the order.
First Transaction Time
The time of the first transaction made against the order in local time.
Last Transaction Date
The transaction date of the most recent transaction applied to the order.
Last Transaction Time
The local time of the most recent transaction applied to the order.
Customer
If a customer is assigned to the order, their information will be listed here. This is a clickable field when the report is run from the user interface, allowing direct access to the customer’s profile.
User
The user who facilitated the sale.