This report shows staff tips. You can filter the data by staff members, locations, and date range, include all tickets, only closed tickets, or include tips taken in total.
Things to know:
- Tips are displayed either based on the appointment start date or the ticket closed date
- If filtered by service date, for multi-day appointments, the tip will be displayed on the first day of the appointment
- The “Add Tip” link on the report can be used to add a tip to an open ticket. If the ticket is closed, a tip can't be added.
- Split tips are recorded on the Tips report for single and multi-staff appointments
- Tip refunds will show up on the date the refund took place rather than on the original date the tip was added. For example, if the tip was added on November 13th but refunded on November 23rd, the tip report will display the negative revenue on the 23rd rather than the 13th.
- For pet merchants, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.
- For services involving two staff members with two clients or for appointments where one staff member serves multiple clients, revenue, discounts, refunds, and tips will be split equally. When filtering by primary or secondary staff members, the report will show the revenue and appointments for each staff member. If filtering by all staff members, appointments will be displayed twice, but revenue will be calculated only once.
To access this report:
Navigate to Dashboard
Select the Reports tab
Under the Staff section, select the Tips report
When the report opens, you can filter by a 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
| Filter | Description |
| Location | The location where the appointment took place |
| Staff | The name of the staff member who performed the service |
| Date | The date of the appointment |
| Tips Based On | Service Date: When filtering for tips based on the service date, regular services will display the tip on the date of the service, whereas for multi-day services, the tip will be shown on the first day of the appointment. Closed Ticket Date: When filtering for tips based on the closed ticket date, the tip will be displayed on the date the ticket was closed for both regular and multi-day services. |
Checkbox
| Checkbox | Description |
| Closed Tickets Only | When checked, only transactions from closed tickets will be displayed in the report When unchecked, open and closed ticket transactions will be displayed in the report |
| Include Tips taken in totals | When checked, tips withdrawn from the register will be included in the Total Tips column When unchecked, tips withdrawn from the register are excluded from the Total Tips column |
Report Columns
Column | Description |
Location | This column will only be shown if the By Location button is used at the top of the report. Use this to see how your locations rank on the KPIs that drive your business forward. |
Appointment Time / Ticket Closed Date | When filtered to tips based on the service date, the corresponding column will be labeled 'Appointment Time' and will showcase the appointment date and time. Conversely, when filtered to tips based on the ticket closed date, the respective column will be named 'Ticket Closed Date' and will present the date on which the ticket was closed. |
Staff Member | The name of the staff member who performed the service. Clicking this link opens the staff member’s profile. |
Client | The name of the client who had the appointment. Clicking this link opens the client’s profile |
Service | The name of the service displayed on the service menu. |
Appointment # | The classifying number associated with an appointment. Clicking this link opens the appointment modal in Scheduler. |
Revenue | Revenue generated for the appointments during the date range selected. Does not include tips. |
Net Revenue | Service Revenue - Service Refunds - Service Discounts |
Tip % | Tip amount / Price Paid x 100 |
| Total Tips | Total tip amount before refunds |
Tip Refunds | Tip refunds that were processed during the date range selected |
Net Tips | Total tip amount minus refunds |
Tips Taken | These are tips that have already been taken out of the register and paid to the staff member. |
Tips Not Taken | These are tips that have not been taken out of the register and are still owed to the staff member. |
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