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

To access dashboard & report on schedular 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
• 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.

• 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 is based on Revenue At Time of Use. The $ value is rounded to the nearest hundred.
  • Revenue for memberships = Membership Fee (purchase price/recurring charge) - Membership Value Credits
  • Revenue from packages and membership item credits is recognized immediately when they are purchased
  • Revenue from membership value credits and gift cards is recognized when they are used to purchase something else
  • Tips and sales tax are not included
• 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 breaks down the payments received by item, ticket, and payment method. It includes taxes, tips, cancellation, and environmental fees.

• Payments Received - This shows all payments received, 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 enrolments you’ve booked, appointment status, and which sources are driving your revenue.

• Number of Appointments + Classes - The total number of appointments and class enrolments 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 enrolments grouped by day of the week
• Bookings by Time - Displays the number of appointments and class enrolments start time grouped by the hour of the day

Services Tab:
The Services tab represents only appointments and class enrollments.

• Services Completed- 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 taken from the Calendar Utilization Report
• 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.