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COMR145: Sales by Category

The COMR145 displays service or product sales by category overall and by Location. Details include counts, sales and refund details, and more. 

Report definitions

Click here for details on each of the fields that appear in the COMR145.Click here for details on each of the fields that appear in the COMR145.

  • Cat / Sub-Cat: The category or sub-category according to the service/product definition.
  • Qty: The number of services or products in this sub-category that were sold.
  • Sales: The total dollar amount of all services (including Swap Upgrade Fees) or products sold within the sub-category.
  • Qty: The number of services or products in this sub-category that were refunded.
  • Refunds: The total dollar amount of all services (including Swap Upgrade Fees) or product refunds within the sub-category.
  • PKG Redeemed: The total dollar amount of all services or products paid for with a package within the sub-category.
  • Net Sales: (Sales ‒ Refunds ‒ PKG Redeemed)
  • % 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%.

  • % 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%

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

Setting up the COMR145 report

  1. Type COMR145 in the Convobar, or go to Meevo > Reports > Register/Sales, and then select the COMR145 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. Select a Business Type: Select which Business Type you want to run this report for. The location list will be filtered based on this selection.
  2. 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.
  3. Select a Hierarchy / Tier: If you created Location Groups, select the hierarchy and tier you wish to run the report for. The location list will be filtered based on this selection.
  4. Run For: Choose to analyze Service Categories or Product Categories.
  5. 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.

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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