MyTime reports organize essential data to help you manage your business effectively. They offer insights into various operational aspects, enabling you to assess performance and make informed decisions. With these reports, you can enhance efficiency and optimize your business strategies based on reliable information. In this article, we will discuss the various reports available in MyTime and the information each report provides.
Content
Company Reports
The Company Reports offer valuable insights into business performance, including revenue, payments, productivity metrics, waitlist statistics, SMS usage, and payment processing details, empowering you to make informed decisions.
| Report | Description |
| Business Snapshot Report | A comprehensive PDF report that consolidates multiple data sources to provide a snapshot of overall company performance across various metrics. Learn more here. |
| Daily Revenue Report | Breaks down revenue by the date tickets are closed or appointments occur, allowing for analysis by time of use versus time of purchase. Learn more here. |
| Daily Payments Report | Displays payments received by method from open and closed tickets, offering insights into real-time revenue, expenses, and profitability. Learn more here. |
| Profit & Loss | This report provides valuable insights into your business by displaying real-time revenue and expenses, enabling you to calculate profitability effectively. Learn more here. |
| Location Productivity Metrics Report | Highlights key productivity metrics by location to drive performance improvements, with options to filter data by ticket status. Learn more here. |
| Payment Dashboard Report | Lists direct deposits by payment date, assisting businesses using MyTime Payments in reconciling card transactions with their bank accounts. Learn more here, |
| Reconciliation Detail Report | Lists all transactions requiring reconciliation due to stored value purchases at one location and redemptions at another. Learn more here. |
| Reconciliation Settlement Report | Summarizes the net amount to be settled for a reconciliation period based on transactions detailed in the Reconciliation Detail report. Learn more here. |
| Waitlist Report | Provides key metrics for the waitlist, including average wait time and client removals, available only when the Waitlist feature is enabled. Learn more here. |
| Royalty Fee Report | Provides a summary of the royalty fees earned by the franchisor during the specified time period. Learn more here. |
| Royalty Payments & Settlement Report | Displays the amount of royalty fees, detailing their transfer from the franchisee's (child) bank account to the franchisor's (parent) bank account. Learn more here. |
| SMS Usage Report | Tracks SMS messages sent within a specified timeframe, categorized into Communicator, Text-to-Tip, Transactional, and Marketing SMS. Learn more here. |
| Stripe Payments and Disputes Report | Offers a detailed overview of payment transactions processed through Stripe, including information on disputes and chargebacks. Learn more here. |
Bookings Reports
The Booking Reports provide detailed insights into appointment revenue, client history, cancellations, and resource utilization, allowing businesses to track performance across multiple metrics.
| Report | Description |
| Bookings by Roster Report | Displays revenue by class session and attendee type. Learn more here. |
| Bookings by Date | Displays appointment revenue by appointment completion date. It excludes tips and taxes received. Canceled appointments will not appear on this report. Learn more here. |
| Bookings by Staff Member | Provides valuable insights into your business by generating a convenient report to track essential appointment metrics by staff members. Learn more here. |
| Bookings by Service Report | Displays appointment revenue by service category and service name. Learn more here. |
| Bookings by Client Report | Provides appointment history and revenue by client, allowing for sorting to identify your most valuable clients. Learn more here. |
| Bookings by Class Report | Displays various details such as class/event capacity, revenue, cancellations, and number of registrations. Learn more here. |
| Bookings by Location Report | Displays appointments and revenue by business location, enabling easy comparison of metrics across different locations. Learn more here |
| Bookings by Source of Booking Report | Groups appointments by booking source. Learn more here. |
| Bookings by Resources Reports | Displays appointment revenue based on utilized resources, helping track resource capacity and availability. Learn more here. |
| Bookings by Day of the Week | Groups appointment dates by day of the week. Learn more here. |
| Bookings by Time of Day | Groups appointment start times by the hour of the day. Learn more here. |
| With Add-ons Report | Displays appointment revenue generated from add-on services booked online or upsold in-store. Learn more here. |
| Cancellations / No-Shows Report | Lists all no-shows and canceled appointments with relevant details such as client name, appointment time, assigned employee, and cancellation status. Learn more here. |
| Checked In Appointments Report | Displays a list of currently checked-in clients and allows for direct check-out from the report. This report takes check-in and check-out dates into consideration. Learn more here. |
| Redo Appointments Report | Displays a list of redone appointments for each client. Learn more here. |
Clients Reports
These reports offer in-depth insights into client revenue, appointment trends, gift card balances, membership activity, referral statistics, and loyalty points, enhancing the analysis of business performance.
| Report | Description |
| Client Revenue Report | Breaks down revenue by client, allowing filtering for all tickets or only closed tickets to assess financial performance. Learn more here. |
| Booking Interval Report | Displays the count of appointments based on the time intervals between bookings. Learn more here. |
| Client Type Report | Provides a breakdown of appointments and revenue by new and existing clients. Learn more here. |
| Lapsed Client Report | Identifies clients who have not scheduled an appointment within a specified period and do not have upcoming appointments. Learn more here. |
| Client Reviews Report | Displays reviews from verified clients for services provided. Learn more here. |
| Without Future Bookings Report | Lists clients who currently have no future appointments scheduled. Learn more here. |
| Gift Card Balance Report | Displays the current balance of all gift cards as of the selected report date. Learn more here. |
| Gift Card Activity Report | Tracks all actions related to gift cards, including purchases, redemptions, refunds, and adjustments for transparent management. Learn more here. |
| Package Balances Report | Displays the remaining items in each active package. Learn more here. |
| Membership Roster Report | Lists all client memberships, detailing new and existing members, membership types, statuses, revenue generated, and contract durations. Learn more here. |
| Membership Payments Report | Provides information on membership purchases along with details of successful and failed recurring payments. Learn more here. |
| Membership Item Credits Report | Displays the usage and balance of item credits by client, indicating how many services, classes, or products members can redeem on. Learn more here. |
| Membership Value Credits Report | Details usage and balance of value credits by client. Learn more here. |
| Walk Out Report | Tracks potential clients who leave without making a purchase due to wait times. Learn more here. |
| Referral History Report | Displays new customer referrals generated by each client, including details like referrer credits and activation dates to evaluate referral success. Learn more here. |
| Top Referrers Report | Displays the top referrers for your referral program. The data will help to determine the program’s effectiveness. Learn more here.D |
| Loyalty Activity Report | Offers a comprehensive overview of loyalty points earned and redeemed by clients, including transaction dates and remaining balances for tracking engagement. Learn more here. |
Staff Reports
These reports offer detailed insights into staff performance metrics, appointment history, compensation, time tracking, and client engagement, supporting effective staff management and performance improvement.
| Report | Description |
| Appointment History Report | Displays appointments and tips earned by each staff member, providing insights into individual performance. Learn more here. |
| Staff Productivity Report | Highlights key productivity metrics such as sales per hour and ticket counts to drive performance improvements. Learn more here. |
| Ratings Report | Displays the number and average rating of reviews left by verified clients for staff members within a specified date range. Learn more here. |
| Tips Report | Details staff tips, with options to filter by staff members, locations, and date ranges, including all or only closed tickets. Learn more here. |
| Daily Compensation Report | Provides a summary of staff compensation earned over a selected date range, allowing flexible filtering beyond pay cycles. Learn more here. |
| Compensation (By Pay Cycle) Report | Displays staff compensation based on the established pay cycle, with filtering options available by ticket status, and tips. Learn more here. |
| Time Tracking Report | Tracks clocked-in hours logged by staff members to monitor attendance and work hours. Learn more here. |
| Staff Scheduling Report | Displays scheduled hours for each staff member on a daily basis, indicating expected start and end times. Learn more here. |
| Vacation Days Report | Records vacation days logged by staff members through the schedule or custom hours interface. Learn more here. |
| Sick Days Report | Records sick days logged by staff members through the schedule or custom hours interface. Learn more here. |
| Calendar Utilization Report | Measures the percentage of available time slots booked or open for each staff member or resource. Learn more here. |
| Membership Conversion Report | Tracks appointments made by non-members who converted into members, assessing client engagement effectiveness. Learn more here. |
| Audit Report | Breaks down changes made to employee records, client information, family members/pets, and work hours for accountability. Learn more here. |
Point of Sale
These reports provide detailed insights into sales performance, inventory levels, tax collections and promotions, supporting effective business management.
| Report | Description |
| Inventory Turns Report | Provides data on the quantity of retail products sold and unsold over a specified time period. Learn more here. |
| Product Sales Analysis Report | Displays inventory turnover, revenue, and profit by SKU. Learn more here. |
| Product Sales Detail Report | Breaks down product revenue for each unique SKU on closed tickets. Learn more here. |
| Service Sales Detail Report | Lists every service sale from closed tickets. Learn more here. |
| Prepaid Sales Detail Report | Offers an in-depth look at revenue generated from gift cards, memberships, and packages, including purchases and gift card reloads. Learn more here. |
| Inventory Report | Displays the current inventory levels of each SKU. Learn more here. |
| Inventory Adjustments Report | Details changes to back bar and retail inventory levels along with the reasons for those changes. Learn more here. |
| Promotions Report | Tracks promo code usage by promotion type and client. Learn more here. |
| Sales Tax Collected Report | Displays the total sales tax collected on all transactions. Learn more here. |
| Sales Tax Exempt Report | Lists all transactions that are exempt from sales tax. Learn more here. |
| Environmental Fees Report | Details all environmental fees applied to services. Learn more here. |
| Void & Refund Report | Displays all partial and full refunds and voids for closed tickets, including services, products, tips, gift cards, memberships, and packages. Learn more here. |
| Purchase Order Reconciliation Report | Compares the dollar value received against the amount of a purchase order within a specified timeframe. Learn more here. |
| Open Tickets Report | Displays all open tickets. Learn more here. |
| Closed Tickets Report | Lists all transactions with closed tickets. Learn more here. |
| Register Closeout Report | Summarizes all transactions processed while the register was open throughout the day. Learn more here. |
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