IDs can be assigned to employees, clients, pets, and services to aid in organization and tracking. In this article, we will explore how to enable IDs on report exports.
Things to know:
- Enabling IDs on reports is controlled by a public setting that is off by default. When enabled, this setting will allow the different types of IDs to be displayed on various report downloads.
- This feature is available in the following report downloads: Client Type, Daily Revenue, Product Sales Details, Membership Roster, and Without Future Bookings reports.
- The types of IDs that will appear on relevant report downloads include client ID, service ID, category ID, and pet ID.
| Reports | IDs |
| Client Type Report | Client ID, Pet ID |
| Daily Revenue Report | Client ID |
| Product Sales Details Report | Client ID, Staff ID |
| Membership Roster Report | Client ID, Pet ID |
| Without Future Bookings Report | Client ID, Service ID |
Configure Include IDs in Report Downloads
1. Go to Location Setup > Settings
2. Navigate to the Reports settings and toggle the Include IDs in Report Downloads option to On
3. Save
View IDs on Report Exports
1. Navigate to Dashboard > Reports
2. Select one of the following reports: Client Type, Daily Revenue, Product Sales Details, Membership Roster and Without Future Bookings reports
3. Add desired filters and select "Update" button to generate the desired data
To the right of the report page, you have the option to download the report as a CSV or PDF
After downloading the report, you'll have visibility into the different generated IDs.
For more information contact us at support@mytime.com.