By Roster Report

Modified on Mon, 3 Feb at 10:08 AM

The By Roster report displays revenue by class session and attendee type.

Things to know:

Sales tax are not included in the revenue displayed
Revenue from closed tickets is listed on the date the ticket was closed
Revenue from classes or events without closed tickets will be listed on the date the class took place
Refunds will be reflected on the date the refund was processed, rather than the original ticket date. For example, if the payment for a class/event was taken on November 13th 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.
This report should not be used for reconciling with the deposits seen in your bank account.

To access this report:

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

When the report loads, you can filter by a specific location, staff, and date. You can also choose to view the report by date or location. 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 class/event is scheduled.
Staff	The staff member who performed the class/event during the date range and location selected.
Date	This range will determine the classes/events that were booked during the date range selected.

Report Columns

Column	Description
Location	The location where the class/event took place.
Class/Event	Name of the class/event
Clients	The name of the client who attended the class/event. Click the client name to open the client profile.
Attendee Type
Gross Revenue	Sum of class/event revenue generated during the date range selected.
Discounts	Discounts for classes/events
Refunds	Refunds for classes/events
Net Revenue	Gross Revenue - Refunds - Discounts

For more information contact us at support@mytime.com or (385) 233-6964.