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Revenue by Service Report
Revenue by Service Report
Updated over 4 months ago

To access the Revenue by Service Report, click the App Drawer button then click View All > Reports > Sales > Revenue by Service.

The Revenue by Service Report is a sales report that displays the revenue earned per client for services booked during the selected date range.

Note: This report works best with session-based passes. The reported revenue can be misleading for clients that use time-based passes or memberships as the calculation is based on the approximate revenue per session value that must be entered under the advanced settings of each Purchase Option that is used. This value won’t truly represent the revenue derived from these clients.

Summary cards in the Revenue by Service Report

Summary cards

Description

Total revenue

The total amount of revenue generated including taxes during the selected date range.

Total

The total number of transactions made during the selected date range.

Headings in the Revenue by Service Report

Heading

Description

Client

The name, email, member ID, and profile image of the client who booked the service is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.

Day

The date on which the service takes place.

Time

The time at which the service takes place.

Service Name

The name of the service.

Staff Name

The name and profile image of the staff member associated with the service. Click the staff member’s name to view their profile.

Status

The client’s attendance status for the service.

Paid With

The method used by the client to pay for the service.

Revenue

The amount of revenue earned from this service.

Payor

A related client who made a payment for a service that was booked by the client.

Advanced filters in the Revenue by Service Report

Filter

Description

Bookable Assets

Use this filter to determine which Book-a-Spot assets to include in the report.

Class & Events Purchase Options

Use this filter to determine which class/event Purchase Options to include in the report. Class/event Purchase Options are Purchase Options with Class/Events selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.

Start Time Range

Use this filter to determine which services to include in the report based on the specific time range during which they began.

Classes

Use this filter to determine which classes to include in the report.

Events

Use this filter to determine which events to include in the report.

Appointments

Use this filter to determine which appointment types to include in the report.

Gym visits

Use this filter to determine which gym visits to include in the report.

Asset Purchase Options

Use this filter to determine which asset Purchase Options to include in the report. Asset Purchase Options are Purchase Options with Asset selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.

Paid with

Filters the report based on how the client paid for the service.

Staff

Use this filter to determine which staff members to include in the report.

Locations

Use this filter to determine which locations to include in the report.

Appointments Purchase Options

Use this filter to determine which appointment Purchase Options to include in the report. Appointment Purchase Options are Purchase Options with Appointment selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.

Payor

Use this filter to determine which services to include in the report based on the related clients who made the payment for the services.

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