This report shows appointment revenue by service category and service name.
To access this report:
- Navigate to Dashboard
- Select the Reports tab
- Under the Bookings section, select the By Service report
When the report opens, you can filter by a specific location, staff, and date You can 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.
Below the By Location button, you have the option to download the report as a CSV, PDF, or print version.
Once you have selected your filters, click on the UPDATE button to generate the desired data.
|Location||Filter by location the appointment is scheduled at.|
|Staff||The staff member who performed the service during the date range and location selected.|
|Date||This range will determine the appointments that were booked during the date range selected.|
If Revenue at time of purchase is selected, the prepaid column will be displayed
If Revenue at time of use is selected, the prepaid column will not be displayed
|Location||The location where the service took place. This column will only be visible if the By Location toggle is selected.|
|Category||The category to which a service belongs. For example, a Men's cut would belong to the Haircut category.|
|Service||The name of the service|
|Staff||The name of the staff member who performed the service.|
|Services||The number of services for the date range selected|
|Revenue||Service revenue earned for the date range selected.|
|Prepaid||Includes package, gift card, referral credit, membership item, and value credit redemption for services. The Prepaid column will not be displayed if the "Prepaids at the time of use" filter is selected.|
|Discounts||Service discounts that were applied during the date range selected.|
|Refunds||Service refunds that were processed during the date range selected.|
|Net Revenue||Revenue - Refunds - Discounts|
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