By Date Report – Help Center

This report shows appointment revenue by appointment completion date. It excludes tips and taxes received. Canceled appointments will not appear on this report.

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.

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Bookings section, select the By Date report

When the report opens, you can filter by a specific location, staff and date. You can choose to view appointments by date in daily, weekly, or monthly categories, or 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 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 will be displayed Revenue from items paid with a membership, package, or gift card will be recorded in the prepaid column and deducted from the gross revenue. If Revenue at time of use is selected: The prepaid and gift card columns will be hidden No revenue displayed for items that were paid for with a membership item credit or package Membership value credits will be deducted from the membership revenue

Report Columns

Column	Description
Location	The location where the appointment took place
Date	The date of the appointment
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.
Client	Client associated with the appointment. Clicking this link opens the client's profile.
Staff	The staff member who performed the service during the date range and location selected. Clicking this link opens the staff member's profile.
Service Revenue	Revenue generated for appointments during the date range selected. Does not include taxes and tips. Prepaid amounts will also 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 "Revenue 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 revenue generated for the date range selected (Service Revenue - Refunds + Environmental Fees).

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