This article is an overview of the Analysis tab when reviewing the Gross Sales report. This report is a summary of the transactions for a specified date range, but broken down further within each category.
Please Note:
- The Gross Sales report can be located under the Sales section of your Reports page.
- To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
- These totals are prior to any merchant processing fees which are charged by your merchant processor and will be on a statement/report provided by that company.
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
- To learn more about the Summary and Detail tabs, click here.

There will be a summary per invoice detail broken out by: Down (invoices tagged as down and due on day of purchase during agreement write up), Draft (invoice due in future), In Club, EFT Total, Payments Total, % of Gross and Sales Tax.
Report Definitions:
Filter by Employee Associated with Sale: Option to select a specific staff member
Exclude / Include / Show Only $0 Invoices: Configure the report to include / exclude / only show $0 invoices.
Client UserID (optional): Shows all invoices related to a specific client.
Pending Refunds Date: Select to view Refund Attempted Date or Released Date (when the refund was 100% completed).
Show Drafted Downpayments as: If a down payment was drafted, this will allow you to configure how these show within the report.
Paid Up Front: Amount of paid Down Invoices at the time of the sale.
Deferred: Total of payments that have been deferred.
Down Total: Total of the Paid Up Front and Deferred payments.
Draft: Invoice tagged as Draft and due in future for auto-bill.
In Club: The amount of non-down payments that were paid at POS (Point of Sale) in the club.
EFT Total: The total of the Draft and In Club payments.
Payments Total: Sum of the Down and EFT Totals.% of Gross Sales: The percentage of the Gross sales per category.
Sales Tax: Sales tax charged for each category.