Closed Tickets Report

Modified on Tue, 28 Apr at 4:55 PM

The report displays all transactions associated with a closed ticket. It can be accessed from the POS or Reports tab.

Things to Know:

For franchise businesses, this report is not visible at the parent level because the POS is not accessible there.
For accounts that are in holding status, the report will not display any data until the account is set live.
You can view ticket details directly from the Close Ticket report by simply hovering over the ticket number without needing to click on it to open the ticket.
Canceled transactions (reversed or voided payments) are displayed in the Client Payment section of the ticket.
Appointments marked as No-Show or Cancelled will display the status as “Cancelled” in the Status column
When viewing the Closed Ticket Report, you can identify who closed a ticket by hovering over the ticket number or clicking the ticket hyperlink to open it and view the full ticket details, including the staff member who closed it.
For multiday services partially covered by a membership or package, the closed ticket report will show the value paid through different methods. For instance, if a 10-day dog boarding service costs $30 per day and 4 days are covered by a package, the remaining 6 days ($180) paid in cash will be reflected in the report.
When utilizing the service price multiplier or appointment duration feature for clients with active membership or package item credits, the credits can be applied to cover the ticket cost. If the total ticket amount exceeds the credits used, any remaining balance paid with cash or another payment method will be reflected in the closed ticket report. Example:
Service Cost: $50 per night
Total Appointment Cost: $250 (5 nights x $50)
Credits Used: The two membership item credits will cover the cost of two nights, totaling $100
Client Payment: The client will pay for the remaining three nights, totaling $150
In the Closed Tickets Report, it will show the total amount paid by the client: $150 along with any applicable taxes

For services involving multiple participants (such as Couples Massages), the 'Clients' column will list the names of all individuals associated with that specific session. Names are displayed separated by a forward slash '/' for easy identification. For example, if a Couples Swedish Massage is booked for two clients, their entry in the Clients column will appear as follows: Chris / Edith
For pet-based businesses, the report displays “(Deceased)” next to the name of any pet that has been marked as deceased.
The report can only be exported in Summary View, which consolidates data by category, such as location, staff member, or service type. This view is ideal for high-level analysis, allowing you to review total revenue and overall performance metrics without displaying individual transactions.

Access from the POS Tab:

Navigate to POS
Select the Closed Tickets tab

Access from the Reports tab:

Navigate to Dashboard
Select the Reports tab
Under the Point Of Sale section, select the Closed Tickets report

When the report opens, you can filter by a specific location, staff, date, tickets with services only, products only, or all tickets. You also have the option to export 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 transaction took place Accounts with One Location: No location filter is shown Accounts with Multiple Locations: The location filter allows you to view data for a specific location or all locations within that account
Staff	Filters results by the staff member who performed the service, conducted the class session, or sold the product.
Products/Services	Filters tickets by type (Products, Services, or both). Selecting "Services" or "Product and Services" will include closed tickets for classes.
Date	Filters the report to display only tickets closed within the selected date range.
Client Search	Searching for a specific client overrides the date filter. The system will return all tickets associated with that client, regardless of when they were closed. Tip: If you need to find a specific ticket for a client within a certain date range, first search for the client, then sort the results by date or use your browser’s find tool (Ctrl+F or Cmd+F) to quickly locate the relevant entry.

Report Columns

Column	Description
Date	The date the ticket was closed.
Time	The time the ticket was closed.
Client	The client associated with the appointment, class session, or purchase. Click the name to view their profile.
Ticket #	The unique identification number for the transaction. Clicking this link opens the ticket.
Amount	The amount the client paid
Fees	Credit card processing fees (visible only for Stripe users). This column remains hidden if you use TSYS or external processing.
Net	The total amount paid minus applicable processing fees.
Status	Indicates the payment method (e.g., Cash) and the transaction state (e.g., Refunded, Partially Refunded, or covered by a Membership/Package).

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

Related Articles: