TABLE OF CONTENTS


This Report is useful to run when you want to see Sales Information for Memberships/Products/Services/Classes sold by Staff.

 

How To View The Sales By Staff Report In Core


Step 1: Navigate to the Reports Module

  • From the Core Menu, go to the Reports Module.


By default, you will be taken to the Sales Segment


Step 2: Select the Sales By Staff Report

  • Scroll down to the Sales By Staff Report.



Step 3: Configure Report Filters

  • Select an Item Type or All Items from the drop-down menu.



  • Search by Staff whose sales information you want to view.



  • Choose a Date Range for which you want to view the items sold. Select a starting date under From and an ending date under To.



Step 4: Generate and Download the Report

  • Once done, click on the Generate & View Reports button.



  • Select the format in which you want to download the Report.



  • After generating the Report, you can download it by clicking on the Download Icon



The generated report is available for download for 30 Days.



Understand Report Details


A Sale By Staff detail page will open up in a separate tab. This page will display the following information:


  • Sr. #
  • Staff Name
  • Staff Position
  • Classes Quantity
  • Classes Net Total
  • Services Quantity
  • Services Net Total
  • Products Quantity
  • Products Net Total
  • Memberships Quantity
  • Memberships Net Total
  • Total Items



For a list of terms used in the Wellyx application & across the support website, please consult our Glossary.