The Sales Summary by Date report shows sales totals grouped by date, similar to the company's Weekly Accomplishment Sheet. It summarizes invoice activity for a selected date range with the option to exclude invoices for personal use or business supplies.
Important Note: The Sales Summary by Date is meant for your personal recognition and information only, and not for tax purposes. The Year-to-Date Totals are based on the Dates set in Preferences and are not necessarily set as the calendar year. Instead, we recommend using the Gross Receipts Report (Personal Sales).
From the sidebar navigation, click
Reports.
- From the Sales section, select Sales Summary by Date.
- From the Date Range screen, if necessary, change the Start and End dates (or choose from the quick pick list).
- Click to select if you would like to include invoices with the sale type set as Personal Use or Business Supplies, then select OK.
- In print preview, select the print button
, or on a mobile device, tap the export button
to export and download as another file type, such as PDF.
Tip: To include all invoices on one row for Class or Double-Facial invoice sale types, ensure that the invoice Date, and Hostess Name match for each invoice under the Sales Summary tab.
