# Sales by staff

See what each staff member sold, after refunds and without VAT, and change who a sale is credited to.

Canonical URL: https://www.naayya.com/help-center/sales-by-staff
Category: payments
Last updated: 2026-11-10T10:30:00Z

# Sales by staff

Sales by staff shows who sold what in a period. Owners and managers can open it. It is included in Pro and Enterprise. Naayya switches it on for a business, and there is no switch for it in Settings. Until it is on, **Reports** does not list it and **Sold by** does not appear on sales.

## Open the report

Go to **Admin > Reports > Finance > Sales by staff**. Choose a **Period**: **This month**, **Last month**, **Last 12 months** or **Custom** with **From** and **To**. A period can span at most 400 days. If the business has more than one location, filter by **Location**. A location filter counts only sales made at that location. Sales with no location, such as memberships and most online sales, count under **All locations**.

## What the report shows

Each row is one person, with **Sold by**, **Sales**, **New memberships**, **Renewals**, **Refunds** and **Net revenue**. Totals sit above the table, split by the kinds of sale that have revenue: **Memberships**, **Passes and packs**, **Appointments**, **Course fees**, **Shop products**, **Gift cards** and **Other**. Expand a row to see each sale with its date, customer, item, type and net revenue. A type is **Sale**, **New membership**, **Renewal**, **Installment** or **Refund**.

- Net revenue is after refunds and without VAT. A sale with no VAT record counts at its full amount, and the report says how many.
- A sale counts on the day it was paid. A refund counts, as a negative amount, on the day the money went back. It counts for whoever sold the original sale.
- **Sales** counts one-off sales and new memberships. **Renewals** counts later payments of a membership. A later installment of a course adds to net revenue but is not another sale.
- Complimentary sales and memberships, account top-ups and sales paid from a wallet are not counted.

Select **Export** for **Totals by person** or **Every sale** as a CSV file.

## Who a sale is credited to

**Sold by** is who gets credit for a sale. **Recorded by** is who handled the money. They are the same staff member unless an owner or manager changes **Sold by**.

- A customer's own online purchase is sold by **Online**.
- A sale with nobody to credit shows **No seller**.
- A seller brought over from a previous system carries an **Imported** label.

Renewals, installments and refunds follow their sale. A membership's payments follow the membership. Later installments of a course follow its first payment.

## Change who sold a sale

Only owners and managers can do this.

1. In the report, expand a person's row and select **Change seller** on the sale. A refund has no button, because it follows its sale. Or open the payment in **Admin > Payments** and select **Change** beside **Sold by**.
2. In **Change who sold it**, choose a staff member under **Sold by**. Current staff come first. Former staff are marked "(former staff)".
3. Select **Save**.

The sale and every renewal, installment and refund that belongs to it now count for the person you chose. Naayya keeps a record of who changed it, when, and from whom to whom. You can choose only someone who works or worked at the business.

## Related articles

- [Reports](/help-center/reports)
- [Refund a payment](/help-center/refund-a-payment)
- [Payment schedules](/help-center/payment-schedules)