You can gain more insight into your business by generating a convenient report to track invaluable
appointment metrics by staff members. Canceled appointments will not appear on this report.
To access this report:
- Navigate to Dashboard
- Select the Reports tab
- Under the Bookings section, select the By Staff Member 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.
|Location||Filter by location the appointment is scheduled at.|
|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.|
If Revenue at time of purchase is selected, the prepaid column will be displayed
If Revenue at time of use is selected, the prepaid column will not be displayed
|Location||The location where the appointment took place|
|Staff||The staff member who performed the service during the date range and location selected. Clicking this link opens the staff member's profile.|
|Appointment Time||The date and time the appointment took place|
||The number of appointments for the date range selected|
|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.|
|Service Revenue||Revenue generated for appointments during the date range selected. Does not include taxes and tips.|
|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).|
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