MR090: Business Overview  

Monetary

This section breaks out all cash-related events that impact your cash total.

• Cash: This is the total amount of cash brought into the register via the Cash Payment Type.
• Checks: This is the total amount from checks tendered and check pay-ins.
• Visa, Amex, etc.: The amount of each of these Monetary Payment Types.
• Monetary Total: Cash Total + Total of Monetary Payment Types

Non-Monetary

This section breaks out all non-monetary Payment Types.

• Non-Monetary Total: The total of each non-monetary Payment Type.

Liability Usage

Each liability type is displayed with the associated amount that was used.

• Liability Total: This is the sum of each liability type.
• Income Adjustment: Income adjusted for gift cards, packages, and client accounts. This field prevents double-income for scenarios where a liability was purchased and redeemed in the date range. Adjustments will match the MR080 for the same date range.

• Services: Total amount of service sales, minus tax.
• Service Refunds: Total amount of service refunds, minus tax.
• Products: Total amount of product sales, minus tax.
• Product Refunds: Total amount of product refunds, minus tax.
• Fees Collected: Total amount of no-show and cancellation fees collected, minus tax.
• Fee Refunds: Total amount of fee refunds, minus tax.
• Account Payments: Total amount of payments made to the client's account, minus tax.
  
• Account Refunds: Total amount of account payment refunds, minus tax.
  
• Gift Cards: The total price of gift cards sold.
• Gift Card Refunds: The total value of gift cards refunded.
• Packages: The total price of packages that were sold.
• Package Refunds: The total value of packages refunded.
• Package Tips: The total amount of package tips (at time of purchase).
• Package Tip Refunds: The total amount of package tips that were refunded.
• Membership Income: This field adds up the difference between enrollment/recurring fees that are greater than the membership package prices. In other words, Meevo accounts for the package price as a liability when calculating membership income.  If a membership does not include a package, the enrollment/recurring fee is simply added to this field. This field does not include tax.
• Payment Plan Payments: Total of monthly payments made towards Payment Plans.
  
• Payment Plan Payment Refunds: Total of monthly payments that were refunded.
  
• Payment Plan Reductions: A Payment Plan Reduction occurs when an item purchased with a Payment Plan is refunded and the refund amount is applied to lower the Payment Plan balance.
  
• Membership Pkgs: Sum of the price of all packages that were sold to a client via a membership, minus tax. If a membership package price is greater than the enrollment or recurring fee on the membership, we subtract the difference from this value.
• Mem. Pkg. Refunds: Sum of all membership package services that were refunded.
• Service/Pkg Charges: Total amount of service and package charges collected, minus tax. Employee Fees, House Fees, Ticket Charges, and Package Charges are calculated in this field.
  
• Service/Pkg Charge Refunds: Total amount refunded for service and package charges.
  
• Sales Sub-Total: (Services + Products + Fees Collected + Gift Cards + Packages + Package Tips + Membership Income + Membership Pkgs ‒ Service Refunds ‒ Product Refunds ‒ Fees Refunded ‒  Gift Card Refunds ‒ Package Refunds ‒ Package Tips Refunds ‒ Mem. Pkg Refunds)
• Total Tax Collected: The total of all tax collected in the date range, including refunds.
• Tips Collected: The total of all tips collected within the date range, including Service Charges configured as Employee Tips and House Tips.
• Cash Pay-Ins: The total of all cash pay-ins within the date range.
• Cash Pay-Outs: The total of all cash pay-outs within the date range.
• GC/Pkg Adj.: Total amount of gift cards and packages that were purchased and redeemed within the date range. This ensures that you do not receive double income.
• Total: (Sales Sub-Total + Total Tax Collected + Tips Collected + Cash Pay-Ins – Cash Pay Outs – GC/Pkg Adj.)

• Total Client Visits: Total number of client visits in the date range.
• Total Unique Clients: Total number of unique clients in the date range. 
• Total Tickets: Total number of tickets in the date range.
• Avg. Ticket (Service & Retail): ( [Total Services + Total Retail] / Total Tickets)
• Percent Retail to Service: (Total Retail / Total Services) x 100

• Cancellations: Total number of cancellations.
• No Shows: Total number of no-shows.
• Same Day Clients Booked: Total number of unique clients that had their services booked on the same day of the appointment.
• Same Day Services Booked: Total number of services that were booked on the same day of the appointment.
• Hours Incl. in Productivity: The total available hours in the business. If clock-ins/outs were not required, this value is based on Scheduled hours, but any clock ins/outs are still included in this calculation. If clock-ins/outs were required, this calculation looks only at the time clock for actuals. This metric is taken from the MA200.
• Hours Productive: The total number of productive hours worked by the employee. Non-productive blocks (according to the Block Type definition) are excluded from this calculation. This metric is taken from the MA200.
• Productivity %: Percentage of productive time for the employee. This metric is taken from the MA200. (Total Productive Hours / Total Available Hours) x 100

The fields below only appear if Walk-in Manager is enabled:

• Avg Waittime: Average wait time for all clients.
• Avg Waittime for Requests: Average wait time for a client to receive a requested appointment.
• Avg Waittime for Non-Requests: Average wait time for a client to receive a non-request appointment.
• Waittime > 20 min: Number of clients who waited for longer than 20 minutes.
• Req. Appts w. waittime > 20 min: The number of clients who waited for longer than 20 minutes for a requested appointment.

• Total Services Sold: The total number of services sold.
• Unique Clients Purchasing Services: The total number of unique clients who came in for services. A client who visits multiple times within the date range will only count once.
• Service Tickets: The total number of tickets that contain at least one service.
• Total Client Service Visits: Number of times that clients came in for service visits. A client who visits multiple times within the date range will have each visit count. This differs from the Service Tickets field in that multiple clients can appear on one ticket. So, a Service Ticket with three clients on it will count as one ticket and three individual client service visits.
• Avg. Service per Client Visit: (Total Services Sold / Total Client Service Visits)
• Avg. Service Ticket: (Total Services incl Swap Upgrade Fees / Service Tickets) 
• Avg. Service - All Tickets: (Total Services incl Swap Upgrade Fees / Total Tickets)

• Total Retail Items Sold: The total number of retail items sold.
• Unique Clients Purchasing Retail: The total number of unique clients who purchased retail. A client who visited the location multiple times within the date range will only count once.
• Retail Tickets: The total number of tickets that contain a retail item that was sold.
• Total Client Retail Visits: Number of times that clients came in to purchase retail. A client who visits multiple times within the date range will have each visit count.
• Avg. Retail per Client Visit: (Total Retail / Total Client Retail Visits)
• Avg. Retail Ticket: (Product Sales ‒ Product Refunds) / (Retail Tickets)
• Avg. Retail - All Tickets: (Product Sales ‒ Product Refunds) / (Total Tickets)
• Percentage of Clients Buying Retail: (Unique Clients Purchasing Retail / Total Unique Clients) x 100
• Percentage of Retail to Total Sales: (Total Retail / [Total Retail + Total Services]) x 100

• Type: See below for these definitions.
  • New Clients: A new client is someone new to the business who had a visit during the date range or pool month, with no visits prior to the date range.
  • Repeat Clients: In this report, a repeat client is someone who had a visit during the date range and at least one visit prior to the date range, or a New Client who had another visit on a different day in the date range. 
  • Anonymous: Any sale whose paying client was Anonymous Male, Anonymous Female, or Anonymous Other.
  • Non Requests: Clients whose appointments were not marked as Requested.
  • Requests: Clients whose appointments were marked as Requested.
  • Redos: Clients whose appointments were marked as a Redo. If an appointment is marked as a Redo + any other status, it counts only as a Redo.
  • Walk Ins: Clients whose appointments were a Walk-In. If an appointment is marked as a Walk-In plus any other status (aside from Redo), it counts only as a Walk-In. Redo is the only status that "wins" over a Walk-In.
  • Trans. Only: Clients who were sold a service, but did not have an appointment booked.
  • Female / Male / nonbinary / Not Spec.: Clients who have this gender selected in their profile.
• Unique Clients: Each client only counts once for this metric, regardless of how many times the client came in.
• Srv Sales: Total amount of service sales.
• Prod Sales: Total amount of product sales.
• Total Sales: (Srv Sales + Prod Sales)
• Avg Spent: (Total Sales / that row's Unique Clients)
• % Total Sales: Total Sales / (Total Service Sales for date range + Total Product Sales for date range)

Services

• # Sold: How many times this service was sold within the date range.
• Sales: Total revenue sold for that service within the date range. This table is sorted by Sales.
• Avg. Spent: (Sales / # Sold)
• % Srv. Sales: (Sales / Total Service Sales for Date Range) x 100

Manufacturers

• # Sold: How many times a product associated with this manufacturer was sold within the date range.
• Sales: Total revenue sold of products associated with this manufacturer. This table is sorted by Sales.
• Avg. Spent: (Sales / # Sold)
• % Prod. Sales: (Sales / Total Product Sales for Date Range) x 100

Products

• # Sold: How many times the product was sold within the date range.
• Sales: Total revenue sold of that product. This table is sorted by Sales.
• Avg. Spent: (Sales / # Sold)
• % Prod. Sales: (Sales / Total Product Sales for Date Range) x 100

Discounts

• # Used: How many times the discount was used.
• Total Discounted: Total amount taken off of a transaction as a result of using this discount. This table is sorted by Total Discounted.
• % to New Clients: (New Clients Given Discounts / Total Clients Given Discounts) x 100
• % to Repeat Clients: (Repeat Clients Given Discounts / Total Clients Given Discounts) x 100

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.

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.