Pre-set Sales Reports
There are six pre-set sales reports:
- Sales by Item
- Sales by Group
- Sales by Registrant
- Sales by Discount
- Arrears Report
- Transactions Report - available ONLY for specific merchant accounts
Where are the Pre-set Reports?
See this article: Where do I find the Pre-set Reports?
Sales by Item
Sales by Group
Sales by Registrant
Sales by Discount
There are two types of discounts that are reportable:
- Promo Code Discounts
- Automatic discounts
Group discounts are reported on the Manage Groups screen.
You can use this screen for your collections report. This example excludes contact information for privacy reasons. As you can see from the column labels, you have all information necessary to conduct collection efforts by email, phone or postal mail.
Use the Email Wizard to create and send an invoice to all those with a balance due. How do I create and send an invoice?
This report is only available if you're using specific merchant accounts for credit card processing.