Daily Report Email

Modified on Fri, 24 Jan at 12:58 PM

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. It provides a summary of all locations grouped under a child account. This article outlines the contents of the report.

Things to Know:

For staff members to receive daily reports, the 'Can Receive Daily Report by Email' access control must be set to 'View Daily Report.' This enables them to opt in to receive daily reports by going to My Account > Communication Preferences.
By default, the communication checkboxes 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 provides the following:

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

Displays the percentage of booking by clients, both new and existing.

BOOKING SUMMARY

Displays a breakdown of the bookings for the day. This breakdown shows the booking source and the percentage of bookings from that source.

Filled: Total percentage of hours booked. Hours Worked / (Hours Available * bookings per time slot) * 100
Unfilled: Total percentage of hours unbooked. 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 on this report, please see here.

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