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Prepaid Sales Detail Report

This report provides an in-depth view into all revenue generated from closed tickets for gift cards, memberships, and packages. It includes purchases and reloads of gift cards, package purchases, as well as a range of membership-related charges such as membership purchases, recurring membership fees, freeze fees, registration charges, and cancellation fees.

Things to know:

  • The report will not be displayed unless POS is activated for the account
  • The category filter will exclusively display items relevant to your business. For example, if your business offers memberships but not gift cards or packages, the category filter will only show memberships.

To access the report: 

  1. Navigate to Dashboard

  2. Select the Reports tab
  3. Under the Point Of Sale section, select the Prepaid Sales Detail report

    When the report opens, you can filter by a specific location, staff, date, and category (membership/package/gift cards). You can also 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.   

    You can export to Excel, PDF, or print and also search for clients using the search field

    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 transaction took place
Staff The name of the staff member who sold the membership, package or gift card
Date The date the transaction took place
Category The category for the sale, whether memberships, packages or gift cards

Report Columns

Column Description
Date The date the transaction took place 
Location The location associated with the ticket
Ticket The classifying number associated with the ticket. Clicking this link opens the ticket in MyTime POS.
Client The client associated with the transaction or membership charge. Clicking this link opens the client's profile. 
Family Member/Pet The name of the family member or pet associated with the transaction. This column is only displayed for family members and pet businesses.
Staff The staff member who sold the gift card, membership, or package during the date range and location selected. Clicking this link opens the staff member's profile. For automatic membership charges, the staff designation would be 'In-House Sale'
Staff # The employee ID of the staff member that is configured and found on the staff's profile. This column is only displayed if the employee ID setting is enabled. Learn more about employee IDs here.
Item Name Type of transaction, which includes the name of the membership or package, as well as gift cards
Item Type

The type of charge:

  • Purchase (membership purchase, package purchase, gift card purchase and gift card reload)
  • Recurring Payment (monthly membership charge)
  • Membership Freeze Fee
  • Membership Registration Fee
  • Membership Cancellation Fee
Gross Revenue The sum of all membership, package and gift card revenue generated during the date range selected
Discounts Discounts that were applied during the date range selected
Refunds Refunds that were processed during the date range selected
Net Revenue Gross Revenue - Refunds - Discounts 

 

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

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