By Location Report

Modified on Tue, 4 Feb at 8:16 AM

This report shows appointments and revenue by business location. You can easily compare metrics across locations to see which locations are doing better or worse on that dimension.


Things to know:

  • Tips and sales tax are not included in the revenue displayed
  • Revenue from closed tickets is listed on the date the ticket was closed (Note: this may be different from the date of the appointment).
  • Revenue from appointments without closed tickets will be listed on the date the appointment took place. 
  • Refunds will be reflected on the date the refund was processed, rather than the original ticket date. For example, if an item was purchased on November 13th for $100 but refunded on November 23rd, the report will display the original revenue on November 13th and the refund on November 23rd.
  • Revenue from deposits is displayed on the date the ticket is closed, not the date the deposit was processed. For example, if an appointment is scheduled for March 9th with a value of $200 and a deposit of $50 was taken on March 4th, no revenue will be shown when filtering by March 4. However, when filtering by March 9 (the date the appointment took place and the ticket was closed), the total revenue of $200 for the service, including the deposit, will be displayed.
  • Any additional payments made on tickets with services closed in the past will be reflected on the date the payment was processed.
    • Example: If a ticket was closed in October for $20 and later edited in November with an additional payment of $10:
      • The revenue for October will remain at $20.
      • The revenue for November will reflect the additional $10 payment.
  • For multi-day appointments, you can configure your account to display revenue earned on the final date of the appointment instead of the first. For example, if an appointment runs from September 6, 2024, to September 20, 2024, the revenue will be recorded on September 20, 2024. This feature is managed through a hidden setting that only the MyTime team can enable. To activate this setting, please reach out to our Support Team at support@mytime.com. Note that once enabled, this change is irreversible and will only apply to appointments and tickets created after activation.

  • For pet merchants, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.


To access this report:


  1. Navigate to Dashboard
  2. Select the Reports tab
  3. Under the Bookings section, select the By Location report

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When the report opens, you can filter by a specific location, staff, and date. You can also filter the data to include all tickets or just closed tickets. To the right of the report, you have the option to export the report as a CSV, PDF, or print version. 


Once you have selected your filters, click on the UPDATE button to generate the desired data. 


Report Filters


FilterDescription
LocationThe location where the appointment will take place
StaffThe staff member who performed the service during the date range and location selected.
DateThis range will determine the appointments that were booked during the date range selected.
Revenue AtIf Revenue At Time of Use Legacy is selected: 
  • Revenue from gift card sales will not be displayed a the gift card column will be hidden 
  • Prepaid revenue (revenue from services, classes, or products redeemed through membership item credit or package credit) will not be displayed as the prepaid column will be hidden
  • Membership value credits will be deducted from the membership revenue

If Revenue At Time of Use is selected:
  • 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 in the respective column

If Revenue At Time of Purchase is selected:
  • Revenue from gift card, membership and package sales will be displayed in the respective columns
  • Prepaid revenue (revenue from services, classes, or products redeemed through memberships, packages, or gift cards) will be displayed in their respective columns and then deducted from the prepaid column


Report Columns


ColumnDescription
LocationThe location where the appointment took place
Appointment # The classifying number associated with an appointment. Clicking this link opens the appointment modal in Scheduler.
Ticket #The ticket associated with the appointment. Clicking this link opens the ticket in MyTime POS.
ClientClient associated with the appointment. Clicking this link opens the client's profile.
StaffThe staff member who performed the service. Clicking this link opens the staff member's profile. 
Service RevenueRevenue generated for appointments during the date range selected. Does not include taxes and tips. Prepaid revenue (revenue from services redeemed through membership item credit or package credit) will not be displayed if the "Revenue At Time Of Use Legacy" filter is selected.
PrepaidThis includes package, gift card, referral credit, membership item, and value credit redemptions. The Prepaid column will not be shown if either the "Revenue At Time Of Use"  or "Revenue At Time Of Use Legacy"  filters are selected.
RefundsService refunds that were processed during the date range selected.
Environmental FeesRevenue generated by environmental fees collected during the date range selected. Does not include taxes.
TotalTotal revenue generated for the date range selected (Service Revenue - Refunds + Environmental Fees). 

 

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

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