Reports Overview

Modified on Wed, 8 Jan at 5:22 AM

MyTime reports organize essential data to help you manage your business effectively. They offer insights into various operational aspects, enabling you to assess performance and make informed decisions. With these reports, you can enhance efficiency and optimize your business strategies based on reliable information. In this article, we will discuss the various reports available in MyTime and the information each report provides.

Company Reports

The Company Reports offer valuable insights into business performance, including revenue, payments, productivity metrics, waitlist statistics, SMS usage, and payment processing details, empowering you to make informed decisions.


Report	Description
Business Snapshot Report	A comprehensive PDF report that consolidates multiple data sources to provide a snapshot of overall company performance across various metrics. Learn more here.
Daily Revenue Report	Breaks down revenue by the date tickets are closed or appointments occur, allowing for analysis by time of use versus time of purchase. Learn more here.
Daily Payments Report	Displays payments received by method from open and closed tickets, offering insights into real-time revenue, expenses, and profitability. Learn more here.
Profit & Loss	This report provides valuable insights into your business by displaying real-time revenue and expenses, enabling you to calculate profitability effectively. Learn more here.
Location Productivity Metrics Report	Highlights key productivity metrics by location to drive performance improvements, with options to filter data by ticket status. Learn more here.
Payment Dashboard Report	Lists direct deposits by payment date, assisting businesses using MyTime Payments in reconciling card transactions with their bank accounts. Learn more here,
Reconciliation Detail Report	Lists all transactions requiring reconciliation due to stored value purchases at one location and redemptions at another. Learn more here.
Reconciliation Settlement Report	Summarizes the net amount to be settled for a reconciliation period based on transactions detailed in the Reconciliation Detail report. Learn more here.
Waitlist Report	Provides key metrics for the waitlist, including average wait time and client removals, available only when the Waitlist feature is enabled. Learn more here.
Royalty Fee Report	Provides a summary of the royalty fees earned by the franchisor during the specified time period. Learn more here.
Royalty Payments & Settlement Report	The Royalty Payments & Settlement Report details the total amount of royalty fees transferred from the franchisee's (child) bank account to the franchisor's (parent) bank account. Learn more here.
SMS Usage Report	Tracks SMS messages sent within a specified timeframe, categorized into Communicator, Text-to-Tip, Transactional, and Marketing SMS. Learn more here.
Stripe Payments and Disputes Report	Offers a detailed overview of payment transactions processed through Stripe, including information on disputes and chargebacks. Learn more here.

Bookings Reports

The Booking Reports provide detailed insights into appointment revenue, client history, cancellations, and resource utilization, allowing businesses to track performance across multiple metrics.


Report	Description
Bookings by Roster Report	Displays revenue by class session and attendee type. Learn more here.
Bookings by Date	Shows appointment revenue by appointment completion date. It excludes tips and taxes received. Canceled appointments will not appear on this report. Learn more here.
Bookings by Staff Member	Provides valuable insights into your business by generating a convenient report to track essential appointment metrics by staff members. Learn more here.
Bookings by Service Report	Displays appointment revenue by service category and service name. Learn more here.
Bookings by Client Report	Provides appointment history and revenue by client, allowing for sorting to identify your most valuable clients. Learn more here.
Bookings by Class Report	Shows various details such as class/event capacity, revenue, cancellations, and number of registrations. Learn more here.
Bookings by Location Report	Displays appointments and revenue by business location, enabling easy comparison of metrics across different locations
Bookings by Source of Booking Report	Groups appointments by booking source. Learn more here.
Bookings by Resources Reports	Displays appointment revenue based on utilized resources, helping track resource capacity and availability. Learn more here.
Bookings by Day of the Week	Groups appointment dates by day of the week. Learn more here.
Bookings by Time of Day	Groups appointment start times by the hour of the day. Learn more here.
With Add-ons Report	Shows appointment revenue generated from add-on services booked online or upsold in-store. Learn more here.
Cancellations / No-Shows Report	Lists all no-shows and canceled appointments with relevant details such as client name, appointment time, assigned employee, and cancellation status. Learn more here.
Checked In Appointments Report	Displays a list of currently checked-in clients and allows for direct check-out from the report. This report takes check-in and check-out dates into consideration. Learn more here.
Redo Appointments Report	Displays a list of redone appointments for each client. Learn more here.

Clients Reports

These reports offer in-depth insights into client revenue, appointment trends, gift card balances, membership activity, referral statistics, and loyalty points, enhancing the analysis of business performance.


Report	Description
Client Revenue Report	Breaks down revenue by client, allowing filtering for all tickets or only closed tickets to assess financial performance. Learn more here.
Booking Interval Report	Shows the count of appointments based on the time intervals between bookings. Learn more here.
Client Type Report	Provides a breakdown of appointments and revenue by new and existing clients. Learn more here.
Lapsed Client Report	Identifies clients who have not scheduled an appointment within a specified period and do not have upcoming appointments. Learn more here.
Client Reviews Report	Displays reviews from verified clients for services provided. Learn more here.
Without Future Bookings Report	Lists clients who currently have no future appointments scheduled. Learn more here.
Gift Card Balance Report	Shows the current balance of all gift cards as of the selected report date. Learn more here.
Gift Card Activity Report	Tracks all actions related to gift cards, including purchases, redemptions, refunds, and adjustments for transparent management. Learn more here.
Package Balances Report	Displays the remaining items in each active package. Learn more here.
Membership Roster Report	Lists all client memberships, detailing new and existing members, membership types, statuses, revenue generated, and contract durations. Learn more here.
Membership Payments Report	Provides information on membership purchases along with details of successful and failed recurring payments. Learn more here.
Membership Item Credits Report	Shows the usage and balance of item credits by client, indicating how many services, classes, or products members can redeem on. Learn more here.
Membership Value Credits Report	Details usage and balance of value credits by client. Learn more here.
Walk Out Report	Tracks potential clients who leave without making a purchase due to wait times. Learn more here.
Referral History Report	Displays new customer referrals generated by each client, including details like referrer credits and activation dates to evaluate referral success. Learn more here.
Top Referrers Report	This report displays the top referrers for your referral program. The data will help to determine the program’s effectiveness. Learn more here.
Loyalty Activity Report	Offers a comprehensive overview of loyalty points earned and redeemed by clients, including transaction dates and remaining balances for tracking engagement. Learn more here.

Staff Reports

These reports offer detailed insights into staff performance metrics, appointment history, compensation, time tracking, and client engagement, supporting effective staff management and performance improvement.


Report	Description
Appointment History Report	Displays appointments and tips earned by each staff member, providing insights into individual performance. Learn more here.
Staff Productivity Report	Highlights key productivity metrics such as sales per hour and ticket counts to drive performance improvements. Learn more here.
Ratings Report	Shows the number and average rating of reviews left by verified clients for staff members within a specified date range. Learn more here.
Tips Report	Details staff tips, with options to filter by staff members, locations, and date ranges, including all or only closed tickets. Learn more here.
Daily Compensation Report	Provides a summary of staff compensation earned over a selected date range, allowing flexible filtering beyond pay cycles. Learn more here.
Compensation (By Pay Cycle) Report	Displays staff compensation based on the established pay cycle, with filtering options for ticket types and tips. Learn more here.
Time Tracking Report	Tracks clocked-in hours logged by staff members to monitor attendance and work hours. Learn more here.
Staff Scheduling Report	Shows scheduled hours for each staff member on a daily basis, indicating expected start and end times. Learn more here.
Vacation Days Report	Records vacation days logged by staff members through the schedule or custom hours interface. Learn more here.
Sick Days Report	Details sick days logged by staff members within the scheduling system. Learn more here.
Calendar Utilization Report	Measures the percentage of available time slots booked or open for each staff member or resource. Learn more here.
Membership Conversion Report	Tracks appointments made by non-members who converted into members, assessing client engagement effectiveness. Learn more here.
Audit Report	Breaks down changes made to employee records, client information, family members/pets, and work hours for accountability. Learn more here.

Point of Sale

These reports provide detailed insights into sales performance, inventory levels, tax collections and promotions, supporting effective business management.


Report	Description
Inventory Turns Report	Provides data on the quantity of retail products sold and unsold over a specified time period. Learn more here.
Product Sales Analysis Report	Displays inventory turnover, revenue, and profit by SKU. Learn more here.
Product Sales Detail Report	Breaks down product revenue for each unique SKU on closed tickets. Learn more here.
Service Sales Detail Report	Lists every service sale from closed tickets. Learn more here.
Prepaid Sales Detail Report	Offers an in-depth look at revenue generated from gift cards, memberships, and packages, including purchases and gift card reloads. Learn more here.
Inventory Report	Shows the current inventory levels of each SKU. Learn more here.
Inventory Adjustments Report	Details changes to back bar and retail inventory levels along with the reasons for those changes. Learn more here.
Promotions Report	Tracks promo code usage by promotion type and client. Learn more here.
Sales Tax Collected Report	Displays the total sales tax collected on all transactions. Learn more here.
Sales Tax Exempt Report	Lists all transactions that are exempt from sales tax. Learn more here.
Environmental Fees Report	Details all environmental fees applied to services. Learn more here.
Void & Refund Report	Shows all partial and full refunds and voids for closed tickets, including services, products, tips, gift cards, memberships, and packages. Learn more here.
Purchase Order Reconciliation Report	Compares the dollar value received against the amount of a purchase order within a specified timeframe. Learn more here.
Open Tickets Report	Displays all tickets that have been booked online or partially paid but not yet closed. Learn more here.
Closed Tickets Report	Lists all transactions with closed tickets. Learn more here.
Register Closeout Report	Summarizes all transactions processed during the day. Learn more here.