Daily Services Transactions Report
Learn how to use the Daily Services Transactions report to review daily sales, payment methods, product categories, taxes, discounts, and transaction totals for accurate business reporting and reconciliation.
Overview
The Daily Services Transactions report provides a detailed breakdown of sales processed by service type for a selected date or date range. It summarizes transaction values, payment methods, product categories, and sales details, helping operators monitor daily business performance.
Navigation
Analytics & Reports > Gross Sales > Daily Services Transactions
Purpose
Use this report to:
Filters
Located at the top of the report:
Summary Cards
The report begins with a financial summary.
These values provide a quick snapshot of business performance.
Transactions by Type
A pie chart displays how customers paid for their purchases.
Typical payment types include:
This chart helps identify the most frequently used payment methods.
Product by Category
A donut chart shows how sales are distributed among product categories.
Examples:
Use this visualization to identify which categories generate the highest sales volume
Sales Details Table
This section lists sales by category.
Columns include:
At the bottom of the table, totals are displayed for:
Category Sales
The Category Sales table summarizes sales by parent category
Columns include:
This section helps determine which categories contribute the most revenue.
Multiple Service Sections
If multiple services exist for the selected period, the report displays a separate section for each service.
Each section contains:
This allows comparison between different service operations within the same reporting period
Exporting the Report
Click the Export button in the upper-right corner to download the report for sharing or further analysis.
Updated on: 07/15/2026
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