MR129: Liability Summary

The MR129 reports on liabilities (gift cards, packages/package tips, points, and client account credits) that were purchased, redeemed, or refunded within the date range, including starting and ending value, offsite redemptions, expired liabilities, and more.

Report definitions

Setting up the MR129 report

  1. Type MR129 in the Convobar, or go to Meevo > Reports > Liabilities, and then select the MR129 report.
  2. Select a date or date range. The MR129 looks at historical data, so the report can only be run on dates in the past. This report cannot be run for today or future dates.
  • To run a report for a specific range, select Custom and specify the Start Date and End Date for the report. The range cannot be greater than 1 year.
  • Otherwise, select a specific date (Yesterday, This Week, Last Week, Previous Two Weeks).

Note: If you select a date other than Custom, you can still modify the Start Date and End Date as needed. Doing so changes the selection back to Custom.

  1. All Liabilities: If you deselect All Liabilities, use the list to select which liabilities to include.

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.