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Tips Report

This report shows staff tips. You can filter the data by staff members, locations, and date range, include all tickets, only closed tickets, or include tips taken in total. 

Things to know:

  • Tips are displayed either based on the appointment start date or the ticket closed date
  • If filtered by service date, for multi-day appointments, the tip will be displayed on the first day of the appointment
  • The “Add Tip” link on the report can be used to add a tip to an open ticket. If the ticket is closed, a tip can't be added. 
  • Split tips are recorded on the Tips report for single and multi-staff appointments
  • Tip refunds will show up on the date the refund took place rather than on the original date the tip was added. For example, if the tip was added on November 13th but refunded on November 23rd, the tip report will display the negative revenue on the 23rd rather than the 13th.
  • 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: 

  1. Navigate to Dashboard

  2. Select the Reports tab

  3. Under the Staff section, select the Tips report

Tips.png

When the report opens, you can filter by a specific staff, location, date and tips based on the closed ticket date or service date. You can also choose to include all tickets, only closed tickets, or include tips taken in total. Once you have selected your filters, click on the UPDATE button to generate the data you are looking for.

Report Filters

Filter Description
Location The location where the appointment took place
Staff The name of the staff member who performed the service
Date The date of the appointment 
Tips Based On

Service Date: When filtering for tips based on the service date, regular services will display the tip on the date of the service, whereas for multi-day services, the tip will be shown on the first day of the appointment.

Closed Ticket Date: When filtering for tips based on the closed ticket date, the tip will be displayed on the date the ticket was closed for both regular and multi-day services.

Checkbox

Checkbox Description
Closed Tickets Only

When checked, only transactions from closed tickets will be displayed in the report

When unchecked, open and closed ticket transactions will be displayed in the report

Include Tips taken in totals

When checked, tips withdrawn from the register will be included in the Total Tips column

When unchecked, tips withdrawn from the register are excluded from the Total Tips column

 

Report Columns

Column

Description

Location

This column will only be shown if the By Location button is used at the top of the report. Use this to see how your locations rank on the KPIs that drive your business forward.

Appointment Time / Ticket Closed Date

When filtered to tips based on the service date, the corresponding column will be labeled 'Appointment Time' and will showcase the appointment date and time.

Conversely, when filtered to tips based on the ticket closed date, the respective column will be named 'Ticket Closed Date' and will present the date on which the ticket was closed.

Staff Member

The name of the staff member who performed the service. Clicking this link opens the staff member’s profile.

Client

The name of the client who had the appointment. Clicking this link opens the client’s profile

Service

The name of the service displayed on the service menu.

Appointment #

The classifying number associated with an appointment. Clicking this link opens the appointment modal in Scheduler.

Revenue

Revenue generated for the appointments during the date range selected. Does not include tips.

Net Revenue

Service Revenue - Service Refunds - Service Discounts

Tip %

Tip amount / Price Paid x 100

Total Tips

Total tip amount before refunds

Tip Refunds

Tip refunds that were processed during the date range selected

Net Tips

Total tip amount minus refunds

Tips Taken

These are tips that have already been taken out of the register and paid to the staff member.

Tips Not Taken

These are tips that have not been taken out of the register and are still owed to the staff member.

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