MR041: Service and Retail Analysis by Employee

The MR041 displays service/retail sales and ticket counts within the date range broken down by employee, including important KPIs such as Avg. Ticket, Percent Retail to Service, and more.  

Tip: Run the MR041 weekly to analyze how effectively employees are selling retail items in relation to the number of services performed.

Report definitions

  • Ticket counts are based on what employees were credited with on a transaction. If an employee sells at least one service item on a ticket, regardless of split percentage, that counts as 1 service ticket. If an employee sells at least one retail item on a ticket, that counts as 1 retail ticket. If an employee is credited with both service and retail sales on the same ticket, that counts as 1 service ticket and 1 retail ticket.
  • Refunds do not cancel out the entire ticket unless every item on the ticket was refunded.

Click here for details on each of the fields in the MR041.Click here for details on each of the fields in the MR041.

  • Service Tickets Only: Tickets where the employee was credited with service and not retail.
  • Retail Tickets Only: Tickets where the employee was credited with retail and not service.
  • Both Service & Retail Tickets: Tickets where the employee was credited with both retail and service.
  • Total: (Service Tickets Only + Retail Tickets Only + Both Service & Retail Tickets)
  • Service Sales: Total service sales amount for that row, including Swap Upgrade Fees.
  • Retail Sales: Total retail sales amount for that row.
  • Total Sales: (Service Sales + Retail Sales)
  • Avg. Ticket: (Total Sales / Total Tickets)
  • Avg. Retail Per Serv. Ticket: (Retail Sales / [Service Tickets Only + Both Service & Retail Tickets])
  • % Retail to Service: (Retail Sales / Service Sales)*100
  • % Retail to Total: (Retail Sales / Total Sales)*100

Setting up the MR041 report

  1. Type MR041 in the Convobar, or go to Meevo > Reports > Register/Sales, and then select the MR041 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. Display Graphs: Enable this option to generate bar graph representation of Service and Retail Sales. If you have Students & Teachers enabled, that data will appear in its own graph, separately from Employees. You can configure the graph to sort by Sales Ranking or EmpCode.

  2. All Employees: Enable this checkbox to run the report for all employees within the date range. This includes active, inactive (including terminated), and deleted employees. Or, to run the report for specific employees, deselect the checkbox and use the drop-down to select employees or Employee Categories. You can show or hide inactive employees in this list, but deleted employees will never appear here. Note the All Employees "bubble" in the Employee list selects all employees in that list; it is not the equivalent of selecting the All Employees checkbox.

    Note: Selecting All Employees will also return any data tied to the House employee.

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:
    • 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.

      Note for viewing on iOS: If viewing a PDF on a mobile device running iOS, swipe from left to right on the screen to return to Meevo.
    • 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.

    • 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.