Accessing Dashboard & Reports on Scheduler App

The MyTime Dashboard was created to grant you access to vital metrics crucial for managing and expanding your business, easily accessible at your fingertips. Furthermore, you can access all available reports on MyTime via your MyTime Scheduler App under the dashboard section. This article will walk you through the steps to access the dashboard and reports on the scheduler app.

Things to Know:

• For merchants without POS, the following tabs will not be displayed:       
  • Payments tab
  • Products tab
  • The Revenue per Ticket chart on the Revenue and Productivity tabs 
• You can customize the dashboard to display metric reports by choosing a specific location, staff member, or date range. Additionally, you can choose to view the report for all tickets or only closed tickets
• The Revenue at Time of Purchase/Use/Use Legacy filter is only visible on the Revenue tab

To access the dashboard & report on the scheduler app:

1. Upon logging into the scheduler app, navigate to the bottom of the screen and tap on "More"
2. Click on "Dashboard"                                                                                                                 
3. Once you go to the dashboard, you will see two tabs at the top of the screen: the "Overview" and "Reports" tab
4. Once you click on the "Overview" tab you can filter by:

• Location - The location where the booking or purchase took place
• Staff - The name of the staff member who performed the appointment/class or made the sale. You can filter by all staff members or specific staff members. 
• Date- The date the booking or purchase took place. Click the dropdown menu to choose the date range that you want to analyze. Options:
  • Today
  • Yesterday
  • Tomorrow
  • This Month
  • Last Month
  • Last 7 Days
  • Next 7 Days
  • Last 30 Days
  • Next 30 Days
  • Custom 1 Day
  • Custom 7 Days
  • Custom 30 Days
    

Please Note:

By default, the current date (Today) is preselected in the date filter.  When choosing a custom date range (Custom 1 Day, 7 Days, or 30 Days), the system will automatically set the end date as follows:

• Custom 1 Day: Same as the selected date
• Custom 7 Days: 7 days from the selected start date
• Custom 30 Days: 30 days from the selected start date

However, you can select any start date in the past or future, and the system will automatically determine the corresponding end date

When the closed tickets only toggle is on, only bookings and product sales with a closed ticket will be reflected (on the date the ticket was closed). When the closed tickets only toggle is off, any booking and their values will appear on the report, regardless of ticket status. Once you have selected your filters, click on the UPDATE button to generate the desired data    

Revenue Tab

The Revenue tab displays the gross revenue sales. It breaks down your total sales per ticket and type. You can easily see which item types are your biggest earners. When the revenue tab is selected, the revenue at time purchase/use filter will be displayed: 

• Gross Revenue - This shows Gross Revenue for services, classes, products, miscellaneous items, cancellation fees, environmental fees, membership, and package purchases. The data is taken from the Daily Revenue Report and can be filtered based on Revenue At Time of Use/Time of Purchase. The $ value is rounded to the nearest hundred.  
  • Revenue At Time of Use Legacy: 
    • Revenue from gift card sales will not be displayed
    • Prepaid revenue (revenue from services, classes, or products redeemed through 
    • membership item credit or package credit) will not be displayed
    • Membership value credits will be deducted from the membership revenue
  • Revenue At Time of Use:
    • 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 
  • Revenue At Time of Purchase:
    • Revenue from gift card, membership and package sales will be displayed
    • Prepaid revenue will be displayed 
• Gross Revenue Per Ticket - Total Gross Revenue / Total Number of Tickets with Payments. Total Number of tickets takes into consideration closed tickets + open tickets with payments.
• Gross Revenue By Type - This shows gross revenue broken down by item (services, classes, products, etc.). Tips and sales tax are not included 

Gross Revenue Calculation

Payments Tab 

The Payments tab provides a breakdown of net payments received by item, ticket, and payment method. It includes taxes, tips, cancellation fees, and environmental fees, while deducting refunds, prepaids, and discounts.

• Payments Received - This shows all transactions broken down by item. Tips and sales tax are included. 
• Payment Per Ticket - Total Payments Collected / Total Number of Tickets with Payments. Total Payment Collected can be found on the Daily Payments report. Total Number of tickets takes into consideration closed tickets + open tickets with payments. 
• Payment Method - This shows all payments received, broken down by payment method, regardless of whether a register was open at the time the payment was received. The data is taken from the Daily Payments Report.  

Bookings Tab

The Bookings tab displays the number of appointments and class enrollments you’ve booked, appointment status, and which sources are driving your revenue. 

• Number of Appointments + Classes: The total number of appointments and class enrollments for the date range selected. 
• Appointment By Status: Appointment status totals for appointments on schedule.
• Source of Appointments: Displays the booking source of each appointment booked during the date range selected. The data is taken from the Source of Bookings Report. 
• Bookings by Day: Displays the number of appointments and class enrollments grouped by day of the week.
• Bookings by Time: Displays the number of appointments and class enrollment start times grouped by the hour of the day. 

Services Tab

The Services tab represents only appointments and class enrollments.

• Appointments or Class Enrollments: Displays the number of booked appointments and class enrollments and revenue generated. No shows and cancellations are not included. 
  • blue bar = number of booked appointments and class enrollments 
  • orange line = revenue
• Top Categories: Displays the top 5 service and class revenue categories. Takes data from the By Service report. 
• Top Services: Displays the top 5 service SKUs and Other. 

Products Tab

The Products tab represents only retail product sales. It breaks it down by the number of products sold, category, and top products. 

• Products Sold: Displays the total number of products sold and revenue based on closed tickets. 

  • blue bar = number of products sold
  • orange line = revenue

• Top Categories: Displays the top 5 product revenue categories.

• Top Products: Displays the top 5 product SKUs. 

Clients Tab

The Clients tab displays the number of new and existing clients serviced by your business in the selected date range as well as their visit frequency. 

A 'New' client is one who had their first visit during the date range selected. 

An 'Existing' client is one who had their first visit prior to the date range selected. 

• Unique Clients: Displays unique client count over time in appointments, classes, and ticket items.
• Client By Type: This shows the breakdown of appointments by new and existing clients. The data is taken from the Client Type report.
• Visit Frequency - Only includes clients who visited more than once; also includes visits that are retail purchases only, such as products, packages, and gift cards. Membership purchases are not included. 

Productivity Tab 

The Productivity tab displays productivity metrics that are useful in driving performance improvements. It includes calendar utilization, gross revenue per ticket, and per hour. 

• Calendar Utilization - Hours Worked / (Hours Available * Bookings Per Time Slot). The data is sourced from the Calendar Utilization Report, but resources are excluded. To align the Calendar Utilization Report with the Dashboard Charts, filter the report to "No Resources." 
• Gross Revenue Per Ticket - Only takes into account gross revenue for services and products.
  • Total Gross Revenue for Service / Total Number of Tickets with Payments
    • green bar = service revenue
  • Total Gross Revenue for Product / Total Number of Tickets with Payments
    • blue bar = product revenue
• Gross Revenue Per Hour
  • Total Gross Revenue for Service / Available Hours
    • green bar = service revenue
  • Total Gross Revenue for Product / Available Hours
    • blue bar = product revenue 

By clicking on the "Reports tab", you will see the list of reports displayed

You can go ahead and click on the report you wish to view

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