COMR085: Sales Detail

COMR085 is a Central Office report that presents sales detail grouped by category, with service and retail sales and refunds, liabilities (packages & gift/eGift cards), memberships, fees, and service charges with the option to see details for selected locations.

Report definitions

Click here for details on each of the fields that appear in the COMR085 report.Click here for details on each of the fields that appear in the COMR085 report.

Report headers

  • Description: The Display Name of the item that was sold. For services and products, the category and any sub-categories are also displayed.
  • # Sold: The quantity of the item that was sold.
  • Amount: The total amount sold.

 

Sales section

Services sub-section

  • Service Sales Total: The sum of all of the Service Category totals in the report. This includes Swap Upgrade Fees.
  • Total Refunds: The sum of all of the Service Category refunds in the report. This includes Swap Upgrade Fee refunds.

Fees sub-section

  • Total Fees: The sum of all of the fees in the report (Cancellation Fees, eGift Shipping Fees, eGift Processing Fees, No Show Fees, Employee Fees, House Fees, Package Charges, and Ticket Charges).
  • Total Refunds: The sum of all of the Service Category refunds in the report.

Products sub-section

  • Product Sales Total: The sum of all of the Product Category totals in the report.
  • Total Refunds: The sum of all of the Product Category refunds in the report.
  • Sales Total: (Service Sales Total – Service Total Refunds) + (Total Fees) + (Product Sales Total – Product Total Refunds)

 

Membership section

  • Total Dues:  All EFTs that have been collected.
  • Total Membership Sales: The sum of all enrollment fees collected as a result of membership sales.
  • Total Refunds: The sum of all of the membership enrollment fee refunds in the report.
  • Membership Sales Total: (Total Dues + Total Membership Sales – Total Refunds)

 

Liabilities section

  • Total Gift Card Sales: The sum of all gift card sales.
  • Total Gift Card Refunds: The sum of all gift card refunds.
  • Total Package Sales: The sum of all package sales.
  • Total Package Refunds: The sum of all package refunds.
  • Liability Total: (Total Gift Card Sales – Total Gift Card Refunds + Total Package Sales – Total Package Refunds)

 

Total Sales section at end of report

  • Total Sales: This is the sum of all totals for each section of the report.  (Sales Total + Membership Sales Total + Liability Total)

Setting up the COMR085 report

  1. Type COMR085 in the Convobar, or go to Meevo > Reports > Register/Sales, and then select the COMR085 report.
  2. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

  1. Select a Business Type: If you've set up Business Types, select one to select from those locations, or select All Business Types to select from all locations.
  2. All Locations: Select All Locations to run the report for all locations of the selected Business Type. Otherwise, deselect the option and use the list to select the locations. Note that the list of locations is limited to the locations you can access, either through security or Business Types.
  3. Show Details for Selected Locations: When enabled, the report displays details for each selected location in addition to the all-location total. When not enabled, only the all-location total is presented in the report.
  4. Show Service Section: Displays section that includes all service-related activity (sales, refunds, etc.).
  5. Show Retail Section: Displays section that includes all retail-related activity (sales, refunds, etc.).
  6. Show Membership Section: Displays section that includes all membership-related activity (sales, dues, refunds, etc.).
  7. Show Liabilities Section: Displays section that includes all liability-related activity (account payments, gift cards, packages, etc.).
  8. All Product/Service Categories: If selected, the report will run for all categories. If not selected, use the mover to select the categories that will be included in the report.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    • PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.

      Note for viewing on iOS: If viewing a PDF on a mobile device running iOS, swipe from left to right on the screen to return to Meevo.
    • HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.

    • XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.