Total Sheet – Marketing 360®

The Total Sheet is a great report to run, daily, weekly, monthly or just because. This report will give you summaries on everything from worker sales, company sales, ticket adjustments, payments, tips, etc. This article will tell you also where to go for more details on the summaries noted in the Total Sheet.

To generate the Total Sheet Report:

Go to Reports > Transaction Reports > Total Sheet
Enter a date range
Click Generate

Results will display below in different tables depending on the transaction. See additional details below.

Worker Sales

All worker sales summaries for services, products and tips and their combined totals during the date range generated will display without tax.

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For a more detailed report on Worker Sales, check out the Itemized Sales Report (located in Reports > Sales Reports > Itemized Sales) or the Sales Analysis by Employee Report (located in Reports > Business Analysis Report > Sales Analysis by Employee).

The Guest Charge is not deducted from the Service Sales totals for workers but is noted to the right hand side in a grey font. To see the Guest Charge deducted from Service Sales for a worker, use the Service Sales report for a specific worker.

If a Service or Product was refunded, the amount will be adjusted on this report whether "Deduct from Worker" was selected or not. For the Service or Product Sales where the refunds are calculated for "Deduct From Worker" use the Process Compensation reporting.

Company Sales

All service, product, gift, membership, miscellaneous and variable ticket fee sales and refunds will display in this table along with any adjustments. Adjustments are when the original price was changed manually, using a promotion, applying reward points or using a prepaid package. See the Adjustments Table below for details.

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For a more detailed report on the Company Sales, check out the Itemized Sales Report (located in Reports > Sales Reports > Itemized Sales).

Adjustments

The Adjustments Table accounts for any intangible payments or adjustments were applied towards the payment of a service or product such as prepaid package usage, rewards points, promotions but also if the price was manually adjusted to be higher or lower than the original amount.

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For a detailed report on items that were manually adjusted, check out the Price Adjustments Report (located in Reports > Transaction Reports > Price Adjustments).

For a detailed report on Rewards Usage, check out the Rewards Report (located in Reports > Client & Appointment Reports > Reward Points).

For a detailed report on Promotions applied, check out the Promotions Report (located in Reports > Client & Appointment Reports > Promotions Report).

Account Balances

The Account Balances table will show any transactions where a balance was created for the client in the form of a deposit, prepayment, service package sold or an amount applied as Received on Account. Traditionally, this value needs to be noted because payments were made or created for these items however they are not considered sales yet.

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Worker Tips

The Worker Tip table will show Tips Paid Out, Tips Left in Drawer and any Tip Refunds with a total below. Tips Paid Out are tips that were paid instantly to the worker, are noted in the software and would not be accounted for in your cash drawer at the end of the day or shift. Tips Left in Drawer are intended to be paid out at a later time and would be accounted for in your Cash Counting at the end of the day or shift.

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For a more detailed Tip Report, check out the Tip Detail Report (located in Reports > Compensation Reporting > Tip Detail Report). For Tip Summaries for each worker with the "Deduct From Worker" considered, check out the Tip Summary Report ( located in Reports > Compensation Reporting > Tip Summary Report.)

Payments

The summary of payments that were applied to tickets during the date range generated. Additionally, any unpaid tickets, Change Back, Tips Paid Out, Cash Paid In and Cash Paid Out will be noted.

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To see these values broken down by Cash Drawer / Shift, use the Payment List Report (located in Reports > Transaction Reports) or in Cash Counting (located in Check Out List > Cash Counting).

Table Totals

At the bottom of this report, the Table Totals will add up your Company Sales after adjustments and with tax, the Account Balance total, and your Tips Left In Drawer (minus refunds where the Tip was left in Drawer) and provide a Total.

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