Checking employee service sales
In this article, we will discuss how to run a report to group employees by their services:
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Click the 'Reports' icon in the top menu.
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Click 'Finance Reports'.
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Select Receipt by Employee (Service).
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Proceed to define the 'Start Date' & 'End Date'.
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Then click 'GO!' to run the report.
*Note: You can quickly choose a date field for Day, Week & Month by selecting the relevant buttons under 'Quick Dates'.
Checking employee retail sales
Here we will discuss how to run a report to group employees by their services:
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Click the 'Reports' icon in the top menu.
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Click 'Finance Reports'.
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Select Receipt by Employee (Retail).
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Proceed to define the 'Start Date' & 'End Date'.
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then hit 'GO!' to run the report.
*Note: You can quickly choose a date field for Day, Week & Month by selecting the relevant buttons under 'Quick Dates'.
Checking employee ALL sales
If you run FI005: Receipts by Employee - Detailed Report, you will be able to get the information of ALL the sales employees have done (services, packages, products, gift vouchers)
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Click the 'Reports' icon in the top menu.
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Click 'Finance Reports'.
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Select FI005: Receipts by Employee - Detailed Report.
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Proceed to define the 'Start Date' & 'End Date'.
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Then hit 'GO!' to run the report.
*Note: You can quickly choose a date field for Day, Week & Month by selecting the relevant buttons under 'Quick Dates'.
You can also filter the reports by "Employees" and get a breakdown of services sales / products sales / all sales of only one employee.
In order to filter the employees please choose the one you are interested in under the second column "Filters" in the "Employees" dropdown.
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