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Tips Report

This report shows staff tips. You can filter the data by staff members, locations, date range, include all tickets, only closed tickets, or include tips taken in total. Here are some important things to note about this report:

  • Refunded tips are not included in the report.

  • 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.
  • The report can be exported as a CSV or pdf file.

To access this report:

  1. Navigate to Dashboard

  2. Select the Reports tab

  3. Under the Staff section, select the Tips report

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When the report opens, you can filter by a specific staff, location, and 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.

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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 #

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

Appointment Time

Date and time of appointment.

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.

Service Price

The price of the service displayed on the service menu.

This does not include taxes.

Price Paid

The price the client paid for the service.

Tip %

Tip amount / Price Paid x 100

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.

Tips

Total tip amount.

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