🧪 Beta: Smarter Reports are currently available to selected businesses. If you do not see these reports in your account, contact your account manager or MoeGo Support to check availability.
Sales reports help you review what your business sold during a selected date range. Use sales reports when your question starts with "What did we sell?" rather than "When did we receive money?"
It replaces both the legacy Sales Summary Report and the Daily Sales Summary Report. Daily sales is now a date-based group-by inside this single report.
👉 See Smarter Invoice Reports Overview for the full list of reports in this suite.
What is smarter sales report
Sales report types
Report | Level of detail | What it shows | Best for |
Sales Summary | Summary total | High-level sales totals and groupings | Reviewing overall sales performance |
Sales Invoice | One row per invoice | Invoice-level sales detail | Checking which invoices make up sales totals |
Sales Line Item | One row per sold item | Line-item detail for services, products, and other sold items | Reviewing item, staff, or Revenue Category detail |
💡 Tip: For month-end review, start with Sales Summary for the top-level sales number, then use Sales Invoice or Sales Line Item if you need to investigate what makes up the total.
How sales report timing works
Sales reports are generally based on sales activity such as checkout date and invoice detail.
This means a sales report may include an invoice based on when it was checked out, even if the payment happened earlier or later.
📝 Note: If you are trying to review money collected by payment date, use Payment reports or Cash Basis Sales reports instead.
What changed from legacy sales reports
Smarter Sales gives you a more focused sales view. It is designed to show sales totals, discounts, net sales, and item count without mixing in payment-specific details.
Before in Legacy Reports | Now in Smarter Reports |
Sales, payments, tips, taxes, fees, and deposits could appear close together in legacy reporting | Sales Summary focuses on sales activity. Payment-related details belong in Payment reports. |
Daily Sales Summary was a separate report | Daily sales can be reviewed by using checkout date or date-based grouping in Sales Summary. |
Grouping options were more limited | Sales Summary supports flexible grouping, including Revenue Category and Revenue sub-category. |
Summary totals were harder to trace | Use Sales Invoice and Sales Line Item reports to review the invoice or item detail behind sales totals. |
How to access the report
Go to Report > Insights in the main navigation.
Select the Reports tab.
Find Sales Summary Report in the Sales category.
What the report shows
Sales Metrics & Definition
Each row represents your sales total grouped by whatever dimension(s) you've chosen.
Metric | Definition |
Gross Sales | Service / product / package price before any discounts or refunds |
Discount | Total discount applied across all sales in this group |
Refund | Total amount refunded across all sales in this group |
Net Sales | Gross Sales minus discounts and refunds. This is your "real" sales number — not including tips, taxes, or fees. |
Sale count | Number of sales (line items or invoices, depending on your group-by) in this group |
💡 Where are tips, taxes, and fees? They moved to the Payment Summary Report, since they're about payments collected, not sales generated. Sales Summary is now strictly about your sales line items.
Powerful group-by options
The biggest change from the legacy report is the flexibility to group sales the way your business actually thinks about them.
Group by Revenue Category — see your sales broken down by the categories you've defined (e.g. Grooming, Boarding, Retail, Training). Requires Revenue Categories to be configured.
Group by Item Name — drill down to specific service items, packages, or products.
Group by Staff, Business, Care Type — the classic dimensions from legacy, still available.
Group by Date (Day, Week, Month) — this replaces the Daily Sales Summary Report.
Multi-pivot drill-down — pick more than one dimension; the report nests them. For example, Revenue Category → Staff shows each category's totals, broken out by staff member.
📝 Note: Grouping by Revenue Category or Revenue sub-category requires Revenue Categories to be set up first.
Filter Sales Report
Use filters when you want to narrow the report to a specific part of your business.
Filter | Use it to |
Business name | Review sales for one or more businesses or locations |
Revenue category | Review sales for selected Revenue Categories |
Checkout date | Review sales checked out during a specific date range |
Item name | Review sales for a specific service, product, package, or item |
Tips for reading the report
For accountants doing month-end: use Net Sales as your top-line revenue number, then reconcile collected payments using the Payment Summary Report.
For business owners checking performance: group by Revenue Category to see how your business mix is shifting over time.
For multi-location businesses: group by Business first, then by Revenue Category or Item Name, to compare locations.
For drill-downs to specific transactions: click any row to open the Sales Invoice Line Item Report filtered to that group.
Limitations
Data syncs hourly, so figures may be up to 2 hours behind the most recent transaction.
Revenue Category and Revenue sub-category reporting requires Revenue Categories to be set up first.
Available filters, metrics, and group-by options may vary by report.
Which Sales Report To Use
When to use Sales Summary
Use Sales Summary when you want a high-level answer, such as:
How much did we sell this week?
Which Revenue Category had the most sales?
How did sales compare across businesses or locations?
How much revenue came from each item or business line?
When to use Sales Invoice
Use Sales Invoice when you want to see the invoices behind the total.
This is useful when you need to:
Check which invoices are included in a date range
Review invoice-level totals
Investigate why a sales total changed
Compare a summary total to the invoice list behind it
When to use Sales Line Item
Use Sales Line Item when you need the most detailed view of what was sold.
This is useful when you need to:
Review each service or product sold
Check Revenue Category assignment
Understand sales by item type
Investigate a specific invoice line
Compare service, product, package, or add-on performance
Download report data
Use Download when you need to export the current report view for review outside MoeGo.
The download follows the report view you are using, so check your date range, filters, group-by options, and selected metrics before downloading.
FAQ
Q: Why sales report totals may differ from payment reports
Sales and payments are different business events.
Difference | Example |
Sales reports answer what was sold | A grooming invoice was checked out today |
Payment reports answer when money moved | The customer paid yesterday, today, or later |
Cash-basis reports answer when revenue was received | Revenue is counted when payment is received |
⚠️ Important: If an invoice is checked out in one date range but paid in another date range, Sales reports and Payment reports may show different totals. This can be correct.