Financial Summary presents financial information across the selected period. Keep the period and location consistent when comparing it with transaction reports.
Steps
Open Reports → Financial Summary.
Select the location available in the report filter.
Enter From Date and To Date, then click Go.
Review Total and the displayed period columns.
Use Export or the print control when you need the filtered report outside Salonist.
How do I check the result?
Check the exported dates and location. Read the row labels before treating a total as sales, collection or profit.
If it does not work
If a figure differs from another report, compare transaction scope, taxes, discounts and date rules with Support before drawing a conclusion.
Illustrated guide
Choose the grouping, such as Month.
Set From Date and To Date. This screenshot uses an empty illustrative period.
Click Go to run the report.
Read Total Sales, Paid and Balance separately; do not treat them as interchangeable.
Use Export when available to your role.
