This report shows a list of every service sale from closed tickets.
Things to know:
- Appointments on open tickets will not appear in the report until the ticket is closed.
- Refunds will show up on the date the refund took place rather than on the original ticket date. For example, if a service sale happened on November 13th but was refunded on November 23rd, this report will display the negative revenue on the 23rd rather than the 13th.
- If multiple services are attached to an appointment you will see multiple entries on the report for the ticket (one for each service).
To access this report:
Navigate to Dashboard
- Select the Reports tab
- Under the Point Of Sale section, select the Service Sales Detail report
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. 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.
You also have the ability to export to Excel, PDF, or print.
Once you have selected your filters, click on the UPDATE button to generate the desired data.
|Location||The location where the appointment took place.|
|Staff||The name of the staff member who performed the service.|
|Service Category||The category to which a service belongs. For example, a Men's cut would belong to the Haircut category.|
|Date||The date the ticket was closed.|
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
|Date||The date the ticket with the appointment was closed.|
|Location||The location associated with the ticket.|
|Ticket||The classifying number associated with the ticket. Clicking this link opens the ticket in MyTime POS.|
|Appointment||The classifying number associated with the appointments. Clicking this link opens the appointment modal in Scheduler.|
|Client||Client associated with the appointment. Clicking this link opens the client's profile.|
|Staff||The staff member who performed the service during the date range and location selected. Clicking this link opens the staff member's profile.|
|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.|
|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.|
|Service Discounts||Service discounts that were applied during the date range selected.|
|Refunds||Service refunds that were processed during the date range selected.|
|Net Revenue||Service Revenue - Service Refunds - Service Discounts.|
|Sales Tax||Tax applied to the service.|
|Refunded Tax||Tax refunds that were processed during the date range selected.|
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