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Client Revenue Report

This report shows a revenue breakdown by client. You can filter for revenue from all tickets or just closed tickets. A few important things to note about this report:   

  • 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. 
  • Products on open tickets will not appear in the report until the ticket is closed. 
  • Item refunds will show up on the date the refund took place rather than on the original ticket date.  For example, if an item was purchased on November 13th but refunded on November 23rd, the Daily Revenue 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 Clients section, select the Revenue report

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When the report opens, you can filter by a specific location, staff, and date. You can also choose to view the report by date or location, include prepaids at time of purchase, all tickets, or only closed tickets. 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.   

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 is scheduled.
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 prepaid column is displayed, and items that were paid for with a membership, package, or gift card are deducted from the gross revenue column.

If Revenue at time of use is selected, the prepaid and gift card columns will be hidden, there will be no revenue displayed for items that were paid for with a membership item credit or package and membership value credits will be deducted from the membership revenue

Report Columns

Column

Description

Location

The location where the transaction took place.

Client The name of the client associated with the appointment or purchase.
Ticket #

The classifying number associated with a ticket. Clicking this link opens the ticket in MyTime POS.

Appointment #

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

Booking #

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

Services

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

Classes / Events Revenue generated for all classes and events during the date range selected. Does not include taxes. 
Products Revenue generated for all products sold and miscellaneous charges during the date range selected. Does not include taxes. 
Gift Cards  Revenue generated by gift cards sold during the date range selected. The Gift Card column will not be displayed if the "Prepaids at the time of purchase" checkbox is unchecked.
Packages Revenue generated by packages sold during the date range selected. Does not include taxes. 
Memberships Revenue generated by memberships sold during the date range selected. Does not include taxes. 
Environmental Fees Revenue generated by environmental fees collected during the date range selected. Does not include taxes. 
Cancellation Fees Revenue generated by cancellation fees collected during the date range selected.

Gross Revenue
Sum of all revenue generated during the date range selected.
Prepaid Includes package, gift card, referral credit, membership item, and dollar credit redemption. The Prepaid column will not be displayed if the "Prepaids at the time of purchase" checkbox is unchecked.
Discounts Includes discounts for all item types (service, product, membership, package, gift card, misc. fee, cancellation fee).
Refunds Includes refunds for all item types (service, product, membership, package, gift card, misc. fee, cancellation fee) during the date range selected.
Net Revenue Gross Revenue - Prepaid - Refunds - Discounts.
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