Client Revenue Report

Modified on Wed, 22 Jan at 1:00 PM

This report shows a revenue breakdown by client. You can filter for revenue from all tickets or just closed tickets.

Things to know:

Tips and sales tax are not included in the revenue 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.
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.
In a multi-client appointment, the total revenue generated will be divided equally among all clients added to the appointment. For example, if two clients were included in the appointment for a service that generates $200 in total revenue, a revenue of $100 will be shown for each client.
Products on open tickets will not appear in the report until the ticket is saved or closed.
For pet merchants, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.
The Client Source filter and column become visible in the report once the hidden setting for the Client Source feature is enabled. Historical data is retained, ensuring that if a client source is changed or added at a later time, reports for past dates will still reflect the original client source.

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Clients section, select the Revenue report

When the report opens, you can filter by a specific location, staff, and date. You can also choose to view the report by date or location, including prepaid at time of purchase, all tickets, or only closed tickets. 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.

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 is scheduled.
Client Source	The source by which a client discovered or was referred to your business
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 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 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 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

Report Columns

Column	Description
Location	The location where the transaction took place.
Client	The name of the client associated with the appointment or purchase.
Client Source	The source by which a client discovered or was referred to your business, as specified in their client profile.
Family Member	The name of the family member associated with the ticket. This column is only visible on family accounts.
Pet	The name of the pet associated with the ticket. This column is only visible on pet accounts.
Phone Number	The client's phone number
Email	The client's email address
Ticket #	The classifying number associated with a ticket. Clicking this link opens the ticket in MyTime POS.
Appointment #	The classifying number associated with an appointment. Clicking this link opens the appointment modal in Scheduler.
Booking #	The classifying number associated with an event/class. Clicking this link opens the appointment modal in Scheduler.
Services	Revenue generated for all appointments during the date range selected. Does not include taxes and tips.
Classes / Events	Revenue generated for all classes and events during the date range selected. Does not include taxes.
Products	Revenue generated for all products sold and miscellaneous charges during the date range selected. Does not include taxes.
Gift Cards	Revenue generated by gift cards sold during the date range selected. The Gift Card column will not be displayed if the "Prepaids at the time of purchase" checkbox is unchecked.
Packages	Revenue generated by packages sold during the date range selected. Does not include taxes. The Package column will not be displayed if the "Prepaids at the time of purchase" checkbox is unchecked.
Memberships	Revenue generated by memberships sold during the date range selected. Does not include taxes. The Membership column will not be displayed if the "Prepaids at the time of purchase" checkbox is unchecked.
Environmental Fees	Revenue generated by environmental fees collected during the date range selected. Does not include taxes.
Cancellation Fees	Revenue generated by cancellation fees collected during the date range selected.
Gross Revenue	Sum of all revenue generated during the date range selected.
Prepaid	Includes package, gift card, referral credit, membership item, and dollar credit redemption. The Prepaid column will not be displayed if the "Prepaids at the time of purchase" checkbox is unchecked.
Discounts	Includes discounts for all item types (service, product, membership, package, gift card, misc. fee, cancellation fee).
Refunds	Includes refunds for all item types (service, product, membership, package, gift card, misc. fee, cancellation fee) during the date range selected.
Net Revenue	Gross Revenue - Prepaid - Refunds - Discounts.