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COMR140: Sales Summary

The COMR140 displays high-level sales statistics, accounting for refunds and voids, for the selected locations and date range. The report also displays client visits, voids, and redos.

Report definitions

Click here for details on each of the fields that appear in the COMR140 report.Click here for details on each of the fields that appear in the COMR140 report.

All sales numbers account for refunds and voids. Revenue is calculated post-discount and before any package adjustments. "Total sales" do not include sales made with account credit or redemption of liabilities that were sold in the date range.

  • Service Sales: Total revenue in services sales for the location and date range.
  • Add-On Sales: All sales from services classified as an add-on.
  • Cancel/No-Show Fees: All Cancellation and No-Show fees.
  • Service Charges: All Service Charges, including Employee Fee, House Fee, and Ticket Charge.
  • Retail Sales: Total amount of retail sales for the location and date range.
  • Membership Income: For all drawers/each drawer in the report, 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.
  • Membership Package Sales: 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.
  • Package Sales: Total amount of package sales for the location and date range.
  • Gift Card Sales: Total amount of gift card sales for the location and date range.
  • Total Sales: The sum of all sale amounts in the row.
  • GC/PKG Usage: The total dollar amount of all gift card and package redemptions (service and product) within the location during the date range. This field includes Unlimited Packages.
  • Discounts: The total amount of discounts that were applied to transactions. Amounts that were reduced from the original sale price are in parenthesis and italics, for example: ($100), while amounts that were increased appear normally, for example: $10.
  • Client Srv. Visits: When a service transaction occurred, Meevo qualifies this as a visit. A client can only count once per day. So, if a client came in for a service on three separate days in the date range, that client would count for 3 visits. If the client came in for 2 services on the same day, that would count as 1 visit.
  • Voids: The number of voided transactions at the location within the date range.
  • Redos: The number of service transactions that were tied to the appointment type "redo" in the location within the date range. Note that this includes redo services that were refunded; a redo service that was refunded is still considered a redo service.

Setting up the COMR140 report

  1. Type COMR140 in the Convobar, or go to Meevo > Reports > Register/Sales, and then select the COMR140 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. Sort Report By: Select a sales category by which to sort the report.
  2. Select a Business Type: If you've set up Business Types, select one to select from those locations, or select All Business Types to select from all locations.
  3. All Locations: Select All Locations to run the report for all locations of the selected Business Type. Otherwise, deselect the option and use the list to select the locations. Note that the list of locations is limited to the locations you can access, either through security or Business Types.

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.

 

 

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