Prepaid Sales Detail Report

Modified on Fri, 24 Jan at 4:06 PM

This report provides an in-depth view into all revenue generated from closed tickets for gift cards, memberships, and packages. It includes purchases and reloads of gift cards, package purchases, as well as a range of membership-related charges such as membership purchases, recurring membership fees, freeze fees, registration charges, and cancellation fees.

Things to know:

The report will not be displayed unless POS is activated for the account
The category filter will exclusively display items relevant to your business. For example, if your business offers memberships but not gift cards or packages, the category filter will only show memberships.

To access the report:

Navigate to Dashboard
Select the Reports tab
Under the Point Of Sale section, select the Prepaid Sales Detail report

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When the report opens, you can filter by a specific location, staff, date, and category (membership/package/gift cards). 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.

Once you have selected your filters, click on the UPDATE button to generate the desired data.

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Report Filters

Filter	Description
Location	The location where the transaction took place
Staff	The name of the staff member who sold the membership, package or gift card
Date	The date the transaction took place
Category	The category for the sale, whether memberships, packages or gift cards

Report Columns

Column	Description
Date	The date the transaction took place
Location	The location associated with the ticket
Ticket	The classifying number associated with the ticket. Clicking this link opens the ticket in MyTime POS.
Client	The client associated with the transaction or membership charge. Clicking this link opens the client's profile.
Family Member/Pet/Vehicle	The name of the family member, pet or vehicle associated with the transaction. This column is only displayed for family members and pet businesses.
Staff	The staff member who sold the gift card, membership, or package during the date range and location selected. Clicking this link opens the staff member's profile. For automatic membership charges, the staff designation would be 'In-House Sale'.
Staff #	The employee ID of the staff member that is configured and found on the staff's profile. This column is only displayed if the employee ID setting is enabled. Learn more about employee IDs here.
Item Name	Type of transaction, which includes the name of the membership or package, as well as gift cards
Item Type	The type of charge: Purchase (membership purchase, package purchase, gift card purchase and gift card reload) Recurring Payment (monthly membership charge) Membership Freeze Fee Membership Registration Fee Membership Cancellation Fee
Gross Revenue	The sum of all membership, package and gift card revenue generated during the date range selected
Discounts	Discounts that were applied during the date range selected
Refunds	Refunds that were processed during the date range selected
Net Revenue	Gross Revenue - Refunds - Discounts

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