Service Sales Detail Report

Modified on Fri, 7 Feb at 8:55 AM

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 saved or closed.
  • Any additional payments made on tickets 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.
  • 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). 
  • 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 Point Of Sale section, select the Service Sales Detail report

11854088-e46200c32d5a1d7d381eafb4566e7c3a.png


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.   


Once you have selected your filters, click on the UPDATE button to generate the desired data.



Report Filters


FilterDescription
LocationThe location where the appointment took place.
StaffThe name of the staff member who performed the service. 
Service CategoryThe category to which a service belongs. For example, a Men's Cut would belong to the Haircut category. 
ServiceThe name of specific services performed in the filtered date range. You can filter by a specific service variation 
DateThe date the ticket was closed.
Revenue AtIf Revenue At Time of Use Legacy is selected: 
  • Revenue from gift card sales will not be displayed and the gift card column will be hidden 
  • Prepaid revenue (revenue from services, classes, or products redeemed through membership item credit or package credit) will not be displayed as the prepaid column will be hidden
  • Membership value credits will be deducted from the membership revenue

If Revenue At Time of Use is selected:
  • Revenue from gift card, membership, and package sales will not be displayed
  • Prepaid revenue (revenue from services, classes, or products redeemed through memberships, packages, or gift cards) will be displayed in the respective column

If Revenue At Time of Purchase is selected:
  • Revenue from gift card, membership and package sales will be displayed in the respective columns
  • Prepaid revenue (revenue from services, classes, or products redeemed through memberships, packages, or gift cards) will be displayed in their respective columns and then deducted from the prepaid column

 

Report Columns


ColumnDescription
DateThe date the ticket with the appointment was closed.
LocationThe location associated with the ticket.
TicketThe classifying number associated with the ticket. Clicking this link opens the ticket in MyTime POS.
AppointmentThe classifying number associated with the appointments. Clicking this link opens the appointment modal in Scheduler. 
ClientClient associated with the appointment. Clicking this link opens the client's profile. 
StaffThe staff member who performed the service during the date range and location selected. Clicking this link opens the staff member's profile. 
CategoryThe category to which a service belongs. For example, a Men's cut would belong to the Haircut category. 
ServiceThe name of the service 
CountThe service's multiplier value 
Unit PriceThe value of each service before taxes and discounts were applied 
RevenuePrepaid revenue (revenue from services redeemed through membership item credit or package credit) will not be displayed if the "Revenue At Time Of Use Legacy" filter is selected.
PrepaidThis includes package, gift card, referral credit, membership item, and value credit redemptions. The Prepaid column will not be shown if either the "Revenue At Time Of Use"  or "Revenue At Time Of Use Legacy"  filters are selected.
Service DiscountsService discounts that were applied during the date range selected.
RefundsService refunds that were processed during the date range selected.
Net RevenueGross Revenue - Refunds - Prepaids - Discounts
Sales TaxTax applied to the service.
Refunded TaxTax refunds that were processed during the date range selected.

 

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

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article