Tips Report

The Tips Report provides a comprehensive view of staff tips across your business. You can filter this report by staff members, locations, and custom date ranges, with flexible toggle options to include open tickets, closed tickets, or tips taken in total.

Things to know:

• Access to this report is controlled by the "Accessing Reports" access control setting.
• This report is only visible to businesses that actively offer appointments.
• For accounts currently in Holding status, this report will remain empty until the account is officially set to Live.
• Tips are displayed based on either the Appointment Start Date or the Ticket Close Date, depending on your selected filter.
• Multi-Day Appointments: If you filter by Service Date, tips for multi-day appointments will appear entirely on the first day of the appointment.
• Refunds: Tip refunds are recorded on the exact date the refund is processed, not the date the tip was originally earned. Example: If a tip is added on November 13th but refunded on November 23rd, the negative refund balance will show up on November 23rd.
• You can toggle how data is grouped using the View By buttons at the top of the report. Changing views dynamically alters available filters and columns:
  • By Date
  • Groups tip data chronologically.
  • Available Toggles: Both "Closed Tickets Only" and "Include Tips Taken in Total" can be manually adjusted.
  • By Location (Multi-location accounts only)
  • Groups tip totals by the specific location where the service occurred.
  • Layout Changes: Adds a dedicated Location column to the report.
  • Available Toggles: Both "Closed Tickets Only" and "Include Tips Taken in Total" can be manually adjusted.
  • By Payment Method
  • Groups tip totals by the specific payment method used to fund them, along with processed refunds.
  • Proportional Splitting: If a tip is split between multiple payment methods, it displays across separate rows. (Example: A $10 tip paid 60% by credit card and 40% by cash will display as two rows: $6 Credit Card and $4 Cash).
  • System Restrictions: * The "Closed Tickets Only" toggle is locked to ON and cannot be changed.
  • The "Include Tips Taken in Total" toggle is hidden.
  • The "Tips Based On" filter is permanently locked to "Ticket Close Date".
  • Columns Shown: Restricted entirely to Payment Method, Total Tips, Tip Refunds, and Net Tips.
• Open vs. Closed Tickets
  • Open Tickets: You can use the "Add Tip" link to add a tip to an active, open ticket.
  • Closed Tickets: Tips cannot be added to a ticket once it has been closed.
• For appointments involving two staff members with two clients, or situations where one staff member serves multiple clients at once, tips are split equally. When filtering by:
  • Primary or Secondary Staff Member: Revenue and appointments display normally under that specific staff member.
  • All Staff Members: Appointments may appear twice in the list to reflect both participants, but the overall revenue is calculated only once to maintain mathematical accuracy.
• If a pet is marked as deceased in your system, the report will automatically display "(deceased)" in parentheses next to the pet’s name for clear history
• The report can only be exported in Summary View (which consolidates data by categories like location, staff, or service type). Individual line-item transactions are excluded from the exported file.
• When cross-referencing totals between the Business Snapshot and the Tips reports, your numbers will vary based on your business's Revenue Recognition settings:
  • Revenue at Time of Use (Recommended): Displays the full amount of all paid tips. This includes tips that were redeemed using gift cards or membership value credits.
  • Revenue at Time of Purchase: Excludes tips paid via gift cards or membership value credits from the report's TIPS column. This prevents duplicate financial reporting, as those funds were already recognized when the gift card or membership was initially purchased.

To access this report: 

1. Navigate to Dashboard

2. Select the Reports tab

3. Under the Staff section, select the Tips report

When the report opens, you can filter by specific staff, location, date and tips based on the closed ticket date or service date. You can also choose to include all tickets, only closed tickets, or include tips taken in total. Once you have selected your filters, click on the UPDATE button to generate the data you are looking for.

Report Filters

Toggles

Report Columns