MR145: Sales by Category

The MR145 displays Service or Product sales by category overall or by employee within the date range. Details include counts, sales and refund details, and more. 

Report definitions

Click here for details on each of the fields that appear in the MR145.Click here for details on each of the fields that appear in the MR145.

  1. Cat / Sub-Cat: The service's category or sub-category according to the service definition.
  2. Qty: The number of services in this sub-category that were sold.
  3. Sales: The total dollar amount of all services sold within the sub-category.
  4. Qty: The number of services in this sub-category that were refunded.
  5. Refunds: The total dollar amount of all service refunds within the sub-category.
  6. PKG Redeemed: The total dollar amount of all services paid for with a package within the sub-category.
  7. Net Sales: (Sales ‒ Refunds ‒ PKG Redeemed)
  8. % of Cat.: The percentage of sales that this sub-category makes up within its category:  (Sub-Category Net Sales / Category Sub Total) x 100

In the example below: ($357.00 / $406.50) x 100 = 87.82%, and ($49.50 / $406.50) x 100 = 12.18%.

  1. % of Total: The percentage of sales that this sub-category makes up within total sales: (Sub-Category Net Sales / Total Net Sales) x 100

Using the $357.00 Sub-Category Net Sales in the example above, we divide that by the Total Net Sales (shown below):

($357.00 / $2,485.83) x 100 = 14.36%

  1. % Female: The percentage of all clients who were female.
  2. % Male: The percentage of all clients who were male.
  3. % Nonbinary: The percentage of all clients who were Nonbinary.
  4. % Not Spec.: The percentage of all clients who were classified as unspecified.

 

Setting up the MR145 report

  1. Type MR145 in the Convobar, or go to Meevo > Reports > Register/Sales, and then select the MR145 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 Sale For: Choose to analyze Service Categories or Product Categories.
  2. All Service/Product Categories: Select All Service or Product Categories to run the report for all of those categories. Or, deselect the option and use the drop-down to select the categories you want to run.
  3. Display Details for Selected Employees: If this option is not selected, only a summary page displays. If this option is selected, the report will generate both a summary page and an employee-specific page for each selected employee.

  4. 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:
    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.