Tips Report

Modified on Mon, 2 Mar at 2:19 PM

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:

Access to this report is controlled by the “Accessing Reports” access control setting
The report is not visible to businesses that do not offer appointments
The report can only be exported in summary View, which consolidates data by category (such as location, staff member, or service type). Individual transactions are not included in the export
Tips are displayed based on either appointment start date, or ticket close date, depending on your selected filter.
If filtered by Service Date: For multi-day appointments, the tip appears on the first day of the appointment.
Tip refunds appear on the refund date, not the original tip date. Example:
Tip added on November 13
Refunded on November 23
The negative amount appears on November 23
The “Add Tip” link can be used to add a tip to an open ticket
Tips cannot be added to a closed ticket
For services involving two staff members with two clients, or appointments where one staff member serves multiple clients, tips are split equally. When filtering by:
Primary or secondary staff member → Revenue and appointments display under that staff member.
All staff members → Appointments may appear twice, but revenue is calculated only once.
If a pet is marked as deceased, the report will display “(deceased)” in parentheses next to the pet’s name.
When comparing the Business Snapshot to the Tips Report, totals depend on your selected revenue recognition setting:
- Revenue at Time of Use (Recommended)
- Displays the full amount of all tips paid
- Includes tips redeemed via gift cards or membership value credits
- Revenue at Time of Purchase
- Excludes tips paid via gift cards or membership value credits from the TIPS column.
- This prevents duplicate reporting, since those funds were already recorded when the gift card or membership was originally purchased.

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 appointments took place Accounts with One Location: No location filter is shown Accounts with Multiple Locations: The location filter allows you to view data for a specific location or all locations within that account
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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