Client Revenue Report

This report shows a revenue breakdown by client. You can filter for revenue from all tickets or just closed tickets.

Things to know: 

• The ability to access this report is governed by the "Accessing Reports" access control settings
  
• This report does not include tips, sales tax, or voided tickets.
• Products on open tickets will not appear in the Client Revenue Report until the ticket is saved or closed.
• Revenue from closed tickets is listed on the date the ticket was closed (Note: this may be different from the date of the appointment). 
• Revenue from appointments without closed tickets will be listed on the date the appointment took place. 
• Refunds are reflected on the date the refund was processed, not the original ticket date. Example: If a $100 item is purchased on November 13th and refunded on November 23rd, the report will show $100 in revenue on the 13th and a $100 deduction on the 23rd.
• Active Deposits: Revenue from deposits is displayed on the date the ticket is closed, not when the deposit was initially paid. Example: If a client pays a $50 deposit on March 4th for a $200 service on March 9th, no revenue appears on March 4th. On March 9th (when the ticket is closed), the full $200 including the deposit will be displayed.
• Forfeited Deposits (Cancellation Fees): If a deposit is kept by the business after a cancellation, it is reclassified as a Cancellation Fee. Example: A client pays a $25 deposit but cancels their appointment. If you choose not to refund them, the $25 will appear in the Cancellation Fee column on the date the appointment was canceled and the ticket was finalized.
• Any additional payments made on tickets closed in the past will be reflected on the date the payment was processed. Example: If a ticket was closed in October for $20 and later edited in November with an additional payment of $10:
  • The revenue for October will remain at $20.
  • The revenue for November will reflect the additional $10 payment.
• When filtering by "Revenue At Time of Purchase," redemptions for memberships, gift cards, and packages are recorded in their respective revenue columns (Service, Class, or Product) as well as a dedicated Prepaid column. To calculate net revenue, these values are deducted from the gross total. For additional customization, you can enable the “Deduct Prepaid Amount from Gross Revenue in Reports" hidden setting. When enabled, prepaid amounts are automatically deducted from gross revenue (displayed as $0), and the Prepaid column is hidden. 
• In a multi-client appointment, the total revenue generated will be divided equally among all clients added to the appointment. For example, if two clients were included in the appointment for a service that generates $200 in total revenue, a revenue of $100 will be shown for each client.
• For pet merchants, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.
• The Client Source filter and column become visible in the report once the "Track Client Source" setting is enabled. Historical data is retained, ensuring that if a client source is changed or added at a later time, reports for past dates will still reflect the original client source.
• The system automatically hides columns for features you don’t use (e.g., if you don't offer Classes, the Classes column will be hidden).
• Credit card surcharges are displayed in the CC Surcharge column next to Net Revenue. Learn more here.     
• You can export the report in either Summary or Detailed View, depending on your reporting needs:
  • Summary View: Consolidates data by category (such as location, staff member, or service type). This is ideal for high-level analysis, allowing you to review total revenue and overall performance without looking at individual transactions.
  • Detailed View: Provides a line-by-line breakdown of every transaction (or "ticket"). This view is best for auditing specific sales, reviewing individual client history, or reconciling exact payment amounts for a specific day.
    

To access this report:

1. Navigate to Dashboard
2. Select the Reports tab
3. Under the Clients section, select the Revenue report

When the report opens, you can filter by a specific location, staff, and date. You can also choose to view the report by date or location, including prepaid at time of purchase, all tickets, or only closed tickets. If the By Location button is used at the top of the report, you will be able to easily compare metrics across locations and location groupings to see which locations are doing better or worse on that dimension.   

Once you have selected your filters, click on the UPDATE button to generate the desired data. 

Report Filters

Report Columns

For more information, contact us at support@mytime.com or (385) 233-6964.     

Related Articles: 

• Booking Interval Report
• Without Future Bookings Report
• By Client Report
• Client Type Report
• Lapsed Client Report
• Duplicate Clients Report
• Client Reviews Report