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Report: Business Snapshot

 

Overview:

The Business Snapshot report complies data from multiple reports into a single, downloadable PDF. 
The report allows you to automatically capture periodic point-in-time summaries, across various types of data. This report is useful in quickly understanding the overall company performance across different metrics.

To access this report go to:  Dashboard > Reports > Clients > Business Snapshot or click here.

Keep in mind, when running the report you have the ability to filter the report by locations (if multiple locations exist), staff, date, and closed ticket date or service date. When running the report based off of closed ticket date, only services or product sales with a closed ticket will be reported (on the date the ticket was closed). When ran based on service date, any services and their appointment values will appear on the report, regardless of there being a closed ticket or not. For most cases, we'd recommend running based off closed ticket date.

Although the Business Snapshot includes staff metrics and expected compensation (based off closed tickets), this report should not be relied upon for staff compensation. Instead, the Compensation or Daily Compensation report should be relied on for staff compensation.

After setting the desired filters and running the report, you can download the report via PDF.

 

Report Filters:

Filter Description
Location

Ability to filter the report by locations (if multiple locations exist). You can apply for one location, multiple locations, or location groups.

Note: If multiple locations are selected, the data is compilation of the totals for each table. Typically, we'd recommend filtering by one location at a time.

 Staff

Filter by individual staff, or all staff. 

Note: The register table on the report will show data for all staff transactions, even if one staff member selected.

 Date

 Filter one day or multiple.

Note: When filtering for more than one day, only the ticket totals over the selected range will be reported in register table.

Service Date or Ticket Close Date

You can choose to filter between ticket close date or service date. When running by service date, anything on the schedule will be reported. When running the report based off of closed ticket date, only services or product sales with a closed ticket will be reported (on the date the ticket was closed).

We typically recommend running based on ticket close date if transactions and product sales are recorded through POS. If MyTime is used to only record appointments, and POS is not used, then running by service date is required.

Note: When running based on service date, many tables are not available (such as revenue summary, registers, and product revenue). Only service revenue and applicable tables are reported.

 

Report Tables:

Table Description
Revenue Summary

Compilation of revenue types and totals from closed tickets. Matches the Daily Revenue report.

Note: Not available with 'service date filter.'

Collections Summary

Totals of money collected from closed tickets for selected date range.

Note: Not available with 'service date filter.'

Register Summary

Totals from closed tickets and adjustments made in an open register. Matches the Register (Closeout) report for given day. More information here.

Note: Not available with 'service date filter.'

 Service Revenue

Service revenue is broken down by different services. Service commissions set for staff are displayed. The information is pulled from Service Sales Detail report.

 Product Revenue

Product revenue from closed tickets. Product commissions set for staff are displayed. Information pulled from Product Sales Detail report.

Note: Not available with 'service date filter.'

Booking Source Totals for each appointment booking source.
Appointment Schedule

Key production metrics are displayed pulled in from multiple reports.

Client Type Totals from new or existing clients on the schedule. A client is existing after the first completed appointment.
Appointment Status Appointment status totals for appointments on schedule.
Staff Metrics

Key staff metrics pulled from Compensation reports. This report should not be relied upon for staff compensation, but rather to give a quick understanding.

Note: Service revenue totals are post-discount, product revenue totals are pre-discount. Product sales will not show when 'in-house staff' is selected for product commission on ticket.

 

 

 

 

 

 

 

 

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