By Client Report

Modified on Fri, 17 Jan at 1:01 PM

This report shows appointment history and revenue by client. Appointments and revenue can be sorted to see your most valuable clients.

Things to Know:

For pet merchants, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.
Taxes and tips are not included in this report.
Canceled appointments are not reflected in this report.
Any additional payments made on tickets 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.
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.
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.

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Bookings section, select the By Client report

When the report opens, you can filter by a specific location, staff, and date. If the By Location button is used at the top of the report, you will be able to easily compare metrics across locations and location groupings to see which locations are doing better or worse on that dimension.

Below the By Location button, you have the option to download 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

Filter	Description
Location	The location where the appointment will take place
Staff	The staff member who performed the service during the date range and location selected.
Date	This range will determine the appointments that were booked during the date range selected.
Revenue At	If Revenue at time of purchase is selected: The gift card column will be visible, allowing revenue from gift card sales to be displayed. The prepaid column will be displayed Revenue from items paid with a membership, package, or gift card will be recorded in the prepaid column and deducted from the gross revenue. The full revenue for membership purchases will be displayed If Revenue at time of use is selected: The gift card, membership, and package columns will be hidden, which means that revenue from gift card, membership and package sales will not be displayed The prepaid column will be hidden; however, prepaid revenue (revenue from services, classes, or products redeemed through memberships, packages, or gift cards) will be displayed in the respective columns and included in the gross and net amounts after deducting discounts and refunds If Revenue at time of use legacy is selected: The gift card column will be hidden, which means that revenue from gift card sales will not be displayed The prepaid column will be hidden, so prepaid revenue will not be shown. No revenue will be displayed for items that were paid for with a membership item credit or package Membership value credits will be deducted from the membership revenue

Report Columns

Column	Description
Client	Client associated with the appointment. Clicking this link opens the client's profile.
Phone Number	Phone number of the client
Email	Email address of the client
First Booking	The date of the client's first booking
Appointment Time	The date and time 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.
Service Revenue	Service revenue earned for the date range selected. Prepaid amounts will be deducted from the service revenue when "Time of Use" is selected.
Prepaid	Includes package, gift card, referral credit, membership item, and value credit redemption for services. The Prepaid column will not be displayed if the "Revenue at the time of use" filter is selected.
Refunds	Service refunds that were processed during the date range selected.
Environmental Fees	Revenue generated by environmental fees collected during the date range selected. Does not include taxes.
Total	Total service revenue generated for the date range selected (Service Revenue - Refunds + Environmental Fees).

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