This report is sent daily, a few hours after closing, to the location owner's email address and any other staff members who have opted to receive it. This article outlines the contents of the report.
Things to Know:
- The daily report email provides a summary of the day's transactions for all locations grouped under a child account.
- To receive the daily report email, the "Can Receive Daily Report by Email" access control must be set to "View Daily Report" for the relevant roles. Once this permission is granted, staff members can opt in by going to My Account > Communication Preferences.
- By default, the communication preference checkboxes in the My Account section are selected only for location owners to receive alerts.
Once the email is received, the daily report will show the following information:
SALES SUMMARY
The sales summary is sourced from the Daily Revenue Report, which provides the following information:
- The total gross sale for the day (total revenue from products, services, gift cards, etc for the day)
- The total amount of closed tickets for the day
- The total number of appointments that were scheduled for the day
The report then breaks down the gross sales for the day and this information can be found in the table below
Column | Description |
| Service Revenue | The revenue generated for the appointments booked |
| Service Discounts | The total discount that was applied to services |
| Product Revenue | The revenue generated for the products sold |
| Product Discounts | The total discount that was applied to products |
| Classes Revenue | The revenue generated for the classes scheduled |
| Classes Discounts | The total discount that was applied to classes |
| Gift Card Revenue | The revenue generated from the gift cards sold |
| Gift Card Discounts | The total discount that was applied to gift cards sold |
| Package Revenue | The revenue generated from the packages sold |
| Package Discounts | The total discount that was applied to packages sold |
| Membership Revenue | The revenue generated from the membership sold |
| Membership Discounts | The total discount that was applied to memberships sold |
| Cancellation Fees | The total cancellation fees |
| Refunds/Returns | The total refund and returns |
| Prepaid | Prepaid includes package, gift card, referral credit, membership item, and dollar credit redemption |
| NET SALES | Gross Sales- Prepaid - Refunds - Discounts |
Below the table will be a chart that displays the percentage of service revenue compared to the product revenue.
CLIENT SUMMARY
The client summary is sourced from the Client Type report, which shows the percentage of bookings made by new and existing clients.
BOOKING SUMMARY
The booking summary is sourced from the Calendar Utilization and Booking by Source reports. It provides a breakdown of the day’s bookings, showing the source of each booking, the percentage of bookings by source, and the utilization rate for both filled and unfilled time slots.
- Filled: Represents the total percentage of available hours that were booked. Formula: (Hours Worked / (Hours Available × Bookings per Time Slot)) × 100
- Unfilled: Represents the total percentage of available hours that remained unbooked. Formula: (Hours Unbooked / (Hours Available × Bookings per Time Slot)) × 100
- Added by Business: A staff member booked the appointment for the client
- Website Online Booking: The client booked the appointment from your website using the Book button that opens the modal without actually redirecting to the MyTime website
- Google: The client booked the appointment from your Google listing
- Prebooked: Number of appointments booked using the Prebook Next Appointment button after a ticket is closed in POS and appointments booked by clicking the 'Book Again' button in the appointment modal
- Online Booking: The client booked the appointment using the My Favorites or My Purchases options in My Account on mytime.com, or by clicking the Book Now button on your website that redirects them to the MyTime website (express checkout) link
- Walk-in: A staff member added the client to the waitlist via the schedule
- Other: Appointments booked through another medium
VIEW TICKETS
By clicking this button, you will be directed to the Closed Ticket report, which displays the closed tickets for the day. For more information about this report, please refer to the Closed Ticket Report article. 
For more information, contact us at support@mytime.com.
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