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By Client Report

This report shows appointment history and revenue by client. Appointments and revenue can be sorted to see your most valuable customers.  

Things to Know:

  • For pet merchants, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.
  • Taxes and tips are not included in this report. 
  • Canceled appointments are not reflected in this report.
  • Refunds will show up on the date the refund took place rather than on the original ticket date. For example, if a service was completed on November 13th but refunded on November 23rd, the Client Type Revenue report will display the negative revenue on the 23rd rather than the 13th.

To access this report:

  1. Navigate to Dashboard
  2. Select the Reports tab
  3. Under the Bookings section, select the By Client report

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When the report opens, you can filter by a specific location, staff, and date. 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 appointment will take 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 purchase is selected, the prepaid column is displayed, and items that were paid for with a membership, package, or gift card are deducted from the service revenue column.

If Revenue at time of use is selected, the prepaid columns will not be displayed, and there will be no revenue displayed for items that were paid for with a membership item credit or package

Report Columns

Column Description
Client Client associated with the appointment. Clicking this link opens the client's profile. 
Phone Number Phone number of the client
Email Email address of the client
First Booking The date of the client's first booking 
Appointment Time The date and time the appointment took place
Appointment # The classifying number associated with an appointment. Clicking this link opens the appointment modal in Scheduler. 
Ticket # The ticket associated with the appointment. Clicking this link opens the ticket in MyTime POS.
Service Revenue Service revenue earned for the date range selected. Prepaid amounts will be deducted from the service revenue when "Time of Use" is selected.
Prepaid Includes package, gift card, referral credit, membership item, and value credit redemption for services. The Prepaid column will not be displayed if the "Prepaids at the time of use" filter is selected.
Refunds Service refunds that were processed during the date range selected.
Environmental Fees Revenue generated by environmental fees collected during the date range selected. Does not include taxes.
Total Total service revenue generated for the date range selected (Service Revenue - Refunds + Environmental Fees). 

 

For more information, contact us at support@mytime.com. 

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