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By Location Report

This report shows appointments and revenue by business location. You can easily compare metrics across locations to see which locations are doing better or worse on that dimension.

Things to know:

  • Tips and sales tax are not included in the revenue displayed
  • Revenue from closed tickets is listed on the date the ticket was closed (Note: this may be different from the date of the appointment).
  • Revenue from appointments without closed tickets will be listed on the date the appointment took place. 
  • Revenue from deposits is displayed on the date the ticket is closed, not the date the deposit was taken. 
  • Any additional payments made on tickets with services closed in the past will be reflected on the date the payment was processed.
    • Example: If a ticket was closed in October for $20 and later edited in November with an additional payment of $10:
      • The revenue for October will remain at $20.
      • The revenue for November will reflect the additional $10 payment.

  • For multi-day appointments, you can configure your account to display revenue earned on the final date of the appointment instead of the first. For example, if an appointment runs from September 6, 2024, to September 20, 2024, the revenue will be recorded on September 20, 2024. This feature is managed through a hidden setting that only the MyTime team can enable. To activate this setting, please reach out to our Support Team at support@mytime.com. Note that once enabled, this change is irreversible and will only apply to appointments and tickets created after activation.

  • Once the hidden setting is activated, it will impact the data displayed in the following charts on the dashboard:

    • Bookings Charts

    • Services Charts

    • Productivity Charts

    • Revenue Charts (for appointments without an associated closed ticket)

    • Clients Charts (for appointments without an associated closed ticket)

  • 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 Bookings section, select the By Location report

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When the report opens, you can filter by a specific location, staff, and date. You can also filter the data to include all tickets or just closed tickets. To the right of the report, you have the option to export 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. 

Report Filters

Filter Description
Location The location where the appointment will take place
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.
Revenue At

If Revenue at time of purchase is selected:

  • The gift card column will be visible, allowing revenue from gift card sales to be displayed.

  • The prepaid column will be displayed

  • Revenue from items paid with a membership, package, or gift card will be recorded in the prepaid column and deducted from the gross revenue. 

  • The full revenue for membership purchases will be displayed 

If Revenue at time of use is selected:

    • The gift card column will be hidden, which means that revenue from gift card sales will not be displayed
    • The prepaid column will be hidden, so prepaid revenue will not be shown.
    • No revenue will be displayed for items that were paid for with a membership item credit or package
    • Membership value credits will be deducted from the membership revenue

Report Columns

Column Description
Location The location where the appointment took place
Appointment #  The classifying number associated with an appointment. Clicking this link opens the appointment modal in Scheduler.
Ticket # The ticket associated with the appointment. Clicking this link opens the ticket in MyTime POS.
Client Client associated with the appointment. Clicking this link opens the client's profile.
Staff The staff member who performed the service. Clicking this link opens the staff member's profile. 
Service Revenue Revenue generated for appointments during the date range selected. Does not include taxes and tips. Prepaid amounts will also be deducted from the service revenue when "Time of Use" is 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 "Revenue at the time of use" filter is selected.
Refunds Service refunds that were processed during the date range selected.
Environmental Fees Revenue generated by environmental fees collected during the date range selected. Does not include taxes.
Total Total revenue generated for the date range selected (Service Revenue - Refunds + Environmental Fees). 

 

For more information, contact us at support@mytime.com. 

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