MR055: Liability Sales Detail

The MR055 report displays liabilities (gift cards, packages/package tips, points, or client account credits) sold within the date range, including Purchased By, Purchased For, Purchase Price, Amount Remaining, and much more.

What is a "visit" in this report?

This report follows our usual standard for what constitutes a visit: a visit occurs when a client is rung up for at least one service on a transaction. It is not necessary for the service to have been booked before it was rung up. 

Gift Card Masking

Gift card numbers are masked throughout Meevo; we display the last 4 digits and obscure all preceding digits with 4 asterisks. For example, gift card number 1234567 will be masked as ****4567. If a gift card does not have at least 4 digits, Meevo adds 0’s ahead of the number. For example, gift card number 12 will be masked as ****0012.

The security key Register > Gift Card Lookup > Show Gift Card Number controls the ability to unmask gift card numbers in Meevo. For example, when the key is set to Grant, gift card numbers can be exposed through the Gift Card Lookup modal or unmasked in a particular report. 

Report definitions

Click here for details on each of the fields that appear in the MR055 report.Click here for details on each of the fields that appear in the MR055 report.

  • Purchased by: The name of the client who purchased the liability.
  • Transaction (Gift Card and Packages sections): The transaction number, as it appears in Transaction Editor, that is associated with the purchase.
  • Purchased for: The name of the client who received the liability.
  • Gift Card # (Gift Card section): The number associated with the sold gift card.
  • Package # (Packages only): The number associated with the sold package.
  • Promotion (Points only): The promotion, if any, associated with the points that were awarded.
  • Points: The amount of points awarded to the client.
  • Price: The sale price of the liability.
  • Value: The value of the liability.
  • Value Remaining: The total value remaining on the liability. For packages, it is the total value of all items still on the package. For gift cards, it is the value on the card. For points, this is the value remaining of non-expired points.
  • Tip (Packages only): The tip amount that was given during the package sale.
  • Tip Remaining (Packages only): The remaining amount of tip left on the package purchase (generally refers to pre-paid tips).
  • Expiration Date: The date that the liability is set to expire.
  • Last Visit: The date of the client's last visit.
  • Future Appt: The date of the client's next appointment, if any.

Setting up the MR055 report

  1. Type MR055 in the Convobar, or go to Meevo > Reports > Liabilities, and then select the MR055 report.
  2. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

  1. Client Search: Begin typing into this field to reveal a drop-down list of client names that match your entry. Select Add client to include a client in the report. You can add as many clients to the report as desired.
  2. Display Only Liabilities with Value Remaining: If selected, limits the report to only liabilities that were sold that have value greater than zero.
  3. Page Break by Liability Type: When selected, each liability type begins on a new page.
  4. Display Full Gift Card Number(s): Users with appropriate security can enable this option to expose full gift card numbers in the report output. Access to this checkbox is controlled by the security key: Register > Gift Card Lookup > Show Gift Card Number. The Activity Log captures when the report is run with this checkbox enabled.
  5. All Liabilities:  If you deselect All Liabilities, use the list to select which liabilities to include in the report.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.