This report displays appointment revenue by service category and service name.
Things to know:
- The ability to access this report is governed by the "Accessing Reports" access control settings
- Tips and sales tax are not included in the revenue displayed
- 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 will be reflected on the date the refund was processed, rather than the original ticket date. For example, if an item was purchased on November 13th for $100 but refunded on November 23rd, the report will display the original revenue on November 13th and the refund on November 23rd.
- Revenue from deposits is displayed on the date the ticket is closed, not the date the deposit was processed. For example, if an appointment is scheduled for March 9th with a value of $200 and a deposit of $50 was taken on March 4th, no revenue will be shown when filtering by March 4. However, when filtering by March 9 (the date the appointment took place and the ticket was closed), the total revenue of $200 for the service, including the deposit, will be displayed.
- Any additional payments made on tickets with services 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.
- Example: If a ticket was closed in October for $20 and later edited in November with an additional payment of $10:
For multi-day appointments, you can configure your account to display revenue earned on the final date of the appointment instead of the first. For example, if an appointment runs from September 6, 2024, to September 20, 2024, the revenue will be recorded on September 20, 2024. This feature is managed through a hidden setting that only the MyTime team can enable. To activate this setting, please reach out to our Support Team at support@mytime.com. Note that once enabled, this change is irreversible and will only apply to appointments and tickets created after activation.
- Cancelled and no-show appointments are not included in this report
- When filtered by "Revenue At Time of Purchase," membership, gift card, and package redemptions appear in their respective revenue columns (e.g., Service, Class, or Product) and the Prepaid column. The value is deducted from gross revenue to calculate net revenue. If the “Deduct Prepaid Amount from Gross Revenue in Reports” hidden setting is enabled:
- Prepaid redemptions are automatically deducted from gross revenue and shown as $0.
- The Prepaid column is hidden entirely from the report.
- To request activation, please contact your account manager or email support@mytime.com.
To access this report:
- Navigate to Dashboard
- Select the Reports tab
- Under the Bookings section, select the By Service report
When the report opens, you can filter by a specific location, staff, and date. You can choose to view the report by date or location. 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.
Below the By Location button, you have the option to download the report as a CSV, PDF, or print version.
Once you have selected your filters, click on the UPDATE button to generate the desired data.
Report Filters
Filter | Description |
Location | The location where the appointments took place
|
Staff | The staff member who performed the service during the date range and location selected. |
Date | This range will determine the appointments that were booked during the date range selected. |
Revenue At | If “Revenue At Time of Use (Legacy)” is selected:
If “Revenue At Time of Use” is selected:
If “Revenue At Time of Purchase” is selected:
|
Report Columns
Column | Description |
Location | The location where the service took place. This column will only be visible if the By Location toggle is selected. |
Category | The category to which a service belongs. For example, a Men's cut would belong to the Haircut category. |
Service | The name of the service |
Staff | The name of the staff member who performed the service. |
Services | The number of services for the date range selected inclusive of the services's multiplier value |
Unit Price | The value of each service before taxes and discounts were applied If the service price varies by location or staff member then the unit price would be the average of all prices. Eg: If Staff A has a price of $100 and Staff B has a price of $120, when viewing the report for all staff members, the average of both prices will be displayed; $110 |
Revenue | Prepaid revenue (revenue from services redeemed through membership item credit or package credit) will not be displayed if the "Revenue At Time Of Use Legacy" filter is selected. |
Prepaid | This column includes redemptions made using package credits, gift cards, referral credits, and membership item or value credits. The Prepaid column is not displayed when the report is filtered by "Revenue At Time Of Use" or "Revenue At Time Of Use (Legacy). |
Discounts | Service discounts that were applied during the date range selected. |
Refunds | Service refunds that were processed during the date range selected. |
Net Revenue | Gross Revenue - Refunds - Prepaids - Discounts |
For more information contact us at support@mytime.com.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article