Metric

Definition

Account Balance (dashboard payment-method breakdown)

The amount of Total collected that clients paid for using account credit (account balance) in the period. Appears as a payment-method breakdown tile on the Sales Summary dashboard — distinct from the sales-type breakdown of the same name.

Account Balance (dashboard sales breakdown)

The part of Net amount / Total collected that came from account credit (account balance) sales in the selected period. Appears as a sales-type breakdown tile on the Business summary and Sales Summary dashboards.

Account Balance Net Amount

Net amount in dollars from account balance purchases after discounts and refunds, aggregated by the current grouping.

Account credit balance

The net account balance across all clients in the selected grouping, calculated as Account Balance Liabilities plus Account Balance Receivables.

Account credit client count

Total number of clients associated with Account Credit sales aggregated by the current grouping.

Account Credit Count

Total number of account credit sales, aggregated by the current grouping.

Account credit liabilities

Account balances where the business holds a liability on behalf of the client for unused or unredeemed value.

Account credit receivables

Account balances where the client owes value to the business due to a negative account balance.

Account Credit Refund Count

Total number of refunded account credit transactions, aggregated by the current grouping.

Account credit reward

The total amount of account credit rewards given to referred client (does not include first-time visit discounts given to the referred clients).

Account Credit Sale Amount

Total sale amount in dollars from account credit purchases aggregated by the current grouping before discounts and refunds.

Action Count

Count of dispute actions recorded for the dispute case. Units: count.

Action Date

The local date and time when the dispute action occurred or was recorded.

Action Type

Type of monetary action taken on the dispute.One of : Debit or Credit.

Active %

The percentage of memberships in active status on the last day of the selected time period.

Active membership count

The number of memberships that are in active status on the last day of the selected time period.

★ Activity Date

The calendar date on which a liability/loyalty activity event occurred (a grant, redemption, or adjustment). This is the field from your own example — it exists on every liability-activity report but points at a different underlying event date depending on which liability it's tracking; see variants.

This differs by report:

- Account credit activity: The date the account credit was granted or redeemed.

- Voucher activity: The local date the voucher activity occurred.

- Client loyalty activity: The local date and time the loyalty activity event occurred.

- Gift card activity: The date associated with the gift card activity.

Activity description

Name of the service performed, or timeblock reason.

Activity ID

Unique identifier for the account credit transaction event in which credit was granted or redeemed.

Activity Source

Describes the source associated with the activity. One of: Order, Membership, Package, Client Merge, Referral, Direct Credit, Order, Manual Adjustment, Refund.

★ Activity Type

The kind of ledger event this activity record represents (e.g., a value being granted vs. redeemed). The specific value set is liability-type specific — see variants.

This differs by report:

- Client loyalty activity: One of: Accrual, Redemption, Manual Update.

- Account credit activity: Granted or Redeemed.

- Gift card activity: Granted or Redeemed.

- Voucher activity: One of: redemption, exchange, void, refund, expiration, or granted.

Add on Appointment %.

The percentage of appointments associated with the staff member that include at least one add-on service, expressed as a 0–1 percentage.

Add-On Count

The count of services performed by the staff member where the service is categorized as an add-on.

Added by staff alternate ID

Alternate identifier for the staff member who added the client.

Added by staff ID

Unique identifier of the staff member who added the client.

Added by staff name

Full name of the staff member who added the client.

Address City

The city associated with the client’s primary address.

Address Line 1

The first line of the client’s street address.

Address Line 2

The second line of the client’s street address, if provided.

Address State

The state or province associated with the client’s primary address.

Address Zip

The postal or ZIP code associated with the client’s primary address.

Adjustment Date

Calendar date when the inventory quantity adjustment was recorded (local time).

Adjustment Reason

Reason provided for the inventory quantity adjustment: Possible values include damage, loss, sale, return, theft, service usage, purchase order etc.

Amendments

Total dollar amount of amendments aggregated by the current grouping.

Appointment Count

Count of appointments in the current grouping (typically one per appointment; some reports count distinct appointments associated with a client or staff member specifically).

Appointment Date

The calendar date on which the appointment containing the service is booked

Appointment Duration

Total scheduled duration of the appointment, in minutes.

Appointment End Time

Scheduled end date and time of the appointment (local time).

Appointment ID

Unique identifier of the appointment associated with this sale line item, if applicable.

Appointment Sales

Total gross value of completed appointments attributed to the campaign. Units: dollars.

Appointment Service Count

Count of appointment-services (one row per service booked within an appointment) in the current grouping.

Appointment Service ID

Unique identifier of the appointment service associated with this sale line item, if applicable.

Appointment Service Name

The name of the appointment service.

Appointment Start Time

Scheduled start date and time of the appointment (local time).

Appointment State

Current state of the appointment associated with the service. Possible values include: Booked, Confirmed, Arrived, Canceled, Completed.

Appointment tag

List of tags associated with the appointment linked to this sale line item.

Appointment Tags

Tags assigned to the appointment for categorization, filtering, or operational tracking.

Appointments

Number of appointments in the selected period, irrespective of the status (includes completed, cancel notifications).

Appointments Booked

Count of appointments booked that are attributed to the campaign.

Appointments Completed

Count of booked appointments associated with a campaign that were completed within the chosen data period.

As of Date

The calendar date applied as a filter. All Account Credit balances and metrics reflect their values as of the selected date. Default = today.

At Sale Service Price

The default service price in dollars at the time the order containing this sale line item was closed.

At Sale Service Product Usage Cost

Total cost in dollars of products consumed in delivering the service, calculated as unit cost multiplied by quantity used.

At Sale Total Cost

The total cost to the business in dollars when the order line item was closed. Calculated as At-sale unit cost x Product quantity sold.

At-Sale Unit Cost

The cost to the business per unit of the product in dollars when the order line item was closed.

At-Sale Unit Price

The retail price of the product in dollars when the order line item was closed.

Attributed Net Amount

The net sales amount for this discount record, calculated as: Attributed Gross Amount minus Discount Amount.

Attributed Sale Amount

The gross sales amount attributed to this discount record. On line items with a single discount this equals the full line item gross amount. On line items with multiple stacked discounts this value is divided proportionally across each discount record.

Average Frequency of Visit

The average number of days between consecutive visits for a client within the selected date range, calculated using actual gaps between visits.

Average rating

The average star rating calculated across all ratings within the current grouping or filter context.

Average Unit Cost

The average cost per unit of a product, based on historical inventory movements.Units: dollars.

Avg. retail sales

Average net retail sales per order calculated as total net service amount divided by the number of distinct orders within the selected period.

Avg. service sales

Average net service sales per order calculated as total net service amount divided by the number of distinct orders within the selected period.

Metric

Definition

Balance Points

Client’s total loyalty point balance immediately after this activity was applied.

Balance Value

Monetary value of the client’s loyalty balance immediately after this activity was applied.

Book By ID

Unique identifier for the staff member who booked the appointment, if booked by staff.

Book By Name

Full name of the staff member who booked the appointment. Null when the appointment was booked online by the client.

Booked by name

The name of the staff member or client who created or booked the appointment if applicable.

Booked by staff Id

Unique identifier for the staff member who booked the appointment, if booked by staff.

Booked hours

The total hours staff spent booked with client appointments or services in the period. Time blocks are not counted, and overlapping appointments are counted only once.

Booked On

Local calendar date on which the appointment was booked

Booked to scheduled %

The staff member’s booked-to-scheduled ratio, calculated as booked hours divided by scheduled hours, expressed as a value from 0 to 1

Booking Date

Local calendar date on which the appointment associated with the service was booked.

Booking Source

The channel through which the appointment was booked (for example: Online Booking, Dashboard, API).

Business blocked hours

Total number of scheduled hours blocked for business purposes (e.g., meetings, training, admin time) within the selected future date range. Units: hours.

Business Charge

The total business service charge or adjustment associated with the line item, in dollars.

Business Charges

Dollar amount of Business Charges (if set by business) actually used in commission calculations, equal to the lesser of Net Sales and Business Charges for each line item, floored at zero.

Business Revisit %

Percentage of clients who revisited the business within the defined retention window.

Business Revisit Count

Number of clients who revisited the business within the defined retention window.

Metric

Definition

Campaign ID

Unique identifier for the marketing campaign.

Campaign Name

Name of the marketing campaign sent to clients.

Campaign Type

Type of Campaign: one-off automated or blast.

Campaign Unsubscribe %

Percentage of recipients who unsubscribed from the campaign across all channels.

Campaign Unsubscribes

Total unsubscribe actions across all channels.

Cancel by name

Name of the staff member that cancelled the time block.

Cancel membership count

The number of memberships that are in canceled status on the last day of the selected time period.

Cancellation initiated by

The type of actor that initiated the cancellation. Possible values include client and staff.

Canceled client count.

The number of clients who had a membership move to cancelled status.

Cancellation date

The date the membership was canceled.(If applicable).

Cancellation effective date

The date on which the membership actually ended and or will move into a canceled state.

Cancellation Initiation Date

The date the membership cancellation / scheduled cancellation was initiated.

Cancellation Note

Free-text note entered at the time of cancellation, if provided.

Cancellation Notice

Plan's required cancellation notice.

Cancellation period

The length of the notice period between when a cancellation is initiated and when the membership is set to end, if applicable.

Cancellation Reason

The reason the membership was canceled or scheduled for cancellation.

Cancellation reason detail

The custom free-text explanation entered when a membership is canceled or scheduled for cancellation, providing additional context beyond the selected cancellation reason.

Cancellation Source

The origin of the cancellation event (for example: Client, Staff, System).

Cancellation Staff ID

Unique identifier for the staff member who initiated the cancellation.

Cancellation staff name

Full name of the staff member who initiated the cancellation, if a staff user performed the action.

Cancellation status

Indicates whether the membership is fully canceled or scheduled to be canceled.

Cancelled %

The percentage of memberships in canceled status on the last day of the selected time period.

Cancelled appointments

The number of appointments that were cancelled in the selected period.

Cancelled By Staff ID

Unique identifier for the staff member who canceled the appointment, if applicable.

Cancelled By Staff Name

The full name of the staff member who canceled the appointment, if applicable.

Cancelled On

The calendar date on which the appointment was canceled, if the appointment was canceled.

Capped Business Charges

Dollar amount of Business Charges (if set by business) actually used in commission calculations, equal to the lesser of Net Sales and Business Charges for each line item, floored at zero.

Card (Sales Summary dashboard)

The amount paid by credit or debit card in the period, shown as a breakdown of Total collected by payment method.

Card Brand

Brand of the payment card used. Example: Visa, Mastercard, Amex.

Card fees

The total card processing fees excluded from Merchant card sales for the period.

Card Last 4

Last four digits of the card number used in the transaction.

Card Present

Flag indicating whether the card was physically present during payment processing (true = present).

Card Type

Classification of the card type used for payment. One of: Credit, Debit, Prepaid.

Cardholder Name

Name of the cardholder as provided by the payment processor for the disputed charge.

Cash (Sales Summary dashboard)

The amount paid in cash in the period, shown as a breakdown of Total collected by payment method.

Cash Deposits Paid Out

The total dollar amount of cash removed from the register through Pay Out transactions categorized as “Deposit.” Represents cash physically removed to be deposited into the business bank account.

Cash Expected.

The total dollar amount that should be physically present in the register at the time of closeout, based on all recorded system transactions during the drawer’s active period. Calculated as: Starding Balance + Cash Sales − Cash Refunds + Cash Paid In − Cash Deposits Paid Out - Cash Expenses Paid Out.

Cash Expenses Paid Out

The total dollar amount of cash removed from the register through Pay Out transactions categorized as “Expense.” Represents petty cash or operational cash used for in-store expenses such as supplies.

Cash Paid In

The total dollar amount of manual cash additions entered through the Pay In function during the closeout period. Represents funds manually deposited into the register, typically used to replenish cash removed for refunds or to prepare for the next shift.

Cash Refunds

The total dollar amount of refunds issued in Cash during the same period.

Cash Sales

The total dollar amount of all transactions paid using the Cash payment method within the period covered by the drawer closeout.

Cash Variance

The variance between the Expected Drawer Amount and the Counted Drawer Amount at closeout. Calculated as (Ending Balance - Cash Expected). A positive value indicates an overage (more cash than expected); a negative value indicates a shortage (less cash than expected).

Change %

Period-over-period percentage change applied to each tile's headline measure. Computed as the current-period value minus the comparison-period value, divided by the comparison-period value, times 100. Shown as the colored delta pill on every tile and as the comparison series on each chart.

Charge Tax

Showing whether tax is charged on the plan.

Churned client count

The number of clients who canceled the membership and were active in the previous recurring period.

Churned membership count

The number of memberships that were cancelled and were active in the previous recurring period.

Clawback amount

Gross dollar amount of refunds designated as clawback aggregated by the current grouping.

Clawback type

The strategy applied to staff earnings when an amendment occurs on this sale line item. Clawback = staff earnings are returned to the business. Business Covered = the business absorbs the cost and staff retains earnings.

Client first name

First name of the client tied to the sale line item, based on the client who received the service or made the purchase.

Client name

Name of the client tied to the sale line item, based on the client who received the service or made the purchase.

Client Action On

Date and time when the recipient took the latest action (open, click, unsubscribe, conversion).

Client Active

Flag indicating whether the client is active.

Client active membership name

List of membership names associated with the client at time of sale.

Client active membership state

List of membership states associated with the client at time of sale

Client address zip

The postal or ZIP code for the client address associated with the sale line item.

Client Age

The client's age in years, calculated from their birth date, if on file.

Client Agreement Enabled

Showing whether the plan requires a signed client agreement.

Client Birth Date

The date of birth associated with the client’s profile, if provided.

Client Birth Month

The month of birth associated with the client’s profile, if provided.

Client churn %

The percentage of clients who canceled the membership and were active in the previous recurring period.

Client city

The city for the client address associated with the sale line item.

Client count

Total number of distinct clients with at least one purchase on the given date, aggregated by the current grouping.

Client Current Membership Name

Latest membership plan names associated with the client at the time of the appointment.

Client current membership state

The current status of the client’s membership (e.g., Active, Paused, Canceled), if applicable.

Client Current Membership Status

Latest membership statuses associated with the client at the time of the appointment (e.g., active, paused, canceled).

Client email

The client's primary email address on file.

Client Email Address

The client's primary email address on file. (Same field as 'Client email' — naming varies by report; recommend standardizing on one label.)

Client external ID

Identifier for the client from an external system, if provided by the business.

Client First Name

The client's first (given) name.

Client ID

Unique identifier for the client record in the platform.

Client last name

The client's last name (family name/surname).

Client Membership Name

The name of the membership plan active at the time of the client’s initial visit within the selected date range, if applicable.

Client Membership Status

The membership status of the client at the time of their initial visit within the selected date range. One of: Active, Paused, Past Due, Canceled, or Not a Member.

Client mobile

The client's mobile phone number on file.

Client Mobile Number

The client’s primary mobile phone number on file.

Client mobile phone number

Mobile phone number stored on the client profile at the time of invoicing.

Client Name

The client's full name.

Client Phone Number

Primary phone number of the client associated with the transaction.

Client referral source

The source through which the client was first referred to the business, as recorded in the client profile.

Client retention %

The percentage of clients who remain active on the membership and were also active in the previous recurring period.

Client state

The state or province for the client address associated with the sale line item.

Client tag

Tag associated with the client, if applicable, used for categorization and filtering.

Client Tags

Tags associated with the client profile for categorization, segmentation, or reporting purposes.

★ Client Type

Whether the client is classified as new or returning at the relevant point in time. Most reports scope this to the client's history with the business; a small number of reports scope it to the client's history with a specific staff member instead — see variants.

This differs by report:

- Most reports (Appointments, Appointment line items, Client Sales, Daily summary, Order line items, Service sales): New vs. Existing/Returning, based on the client's prior booking/purchase history with the business.

- Client retention: New = no prior visits before the period start date; Existing = at least one prior visit before the period start date (business-scoped).

- Staff client retention: New to Staff vs. Existing to Staff — based on whether the client's first appointment with THIS staff member fell inside or before the selected date range. A client can be 'Existing' to the business but 'New to Staff'.

Clients activated

The number of clients who purchased a membership at the beginning of the selected period.

Clock In At

The local date and time when the staff member clocked in.

Clock Out At

The local date and time when the staff member clocked out.

Closeout Activity Date

The local calendar date when the drawer closeout record was created.

Closeout Activity ID

A unique identifier assigned to each drawer closeout record.

Closeout Activity Time

The local time at which the drawer closeout was completed and recorded.

Commission

The commission amount earned by the staff member for the line item, in dollars.

Commissionable Total

The total dollar amount eligible for commission for the item after discounts and business charges.

Compares to

Determines the comparison period used to calculate changes across the dashboard. Supported options include Previous Period (the immediately preceding period of the same length) and Previous year (same relative date range in the previous year).

Cost Value

The total inventory cost value calculated as Inventory On Hand multiplied by the Average Unit Cost. Units: dollars.

Created at

The local timestamp when the client record was created in the platform.

Created at (UTC)

The UTC timestamp indicates when the staff member record was created in the platform.

Created by name

Name of the staff member that created the time block.

Created Date

The local date and time when the time block was created in the system.

Current Balance

Balance left on the gift card as of today.

Current membership price

The current recurring price configured for the membership plan for new purchases, in dollars. Changes to this price apply only to future membership sales and do not affect memberships that are already active.

Current Package Price

The current price of the product in dollars.

Current service price

The current default service price in dollars.

Current Term End on

The end date of the current billing term.

Current Unit Cost

The current cost to business per unit of the product.Units: dollars.

Current Unit Price

The current price charged to clients per unit of the product. Units: dollars.

Custom Payment Name

Name of the custom payment method used, if the business has configured custom payment options.

Metric

Definition

★ Date

A generic calendar-date field whose underlying meaning is report-specific — see variants. Not to be confused with the standardized 'Order Date' or 'Activity Date' fields used elsewhere.

This differs by report:

- Staff membership retention: The membership's purchase (order) date, used as the anchor for evaluating a status change.

- Staff performance: The calendar date the sale, service, or schedule entry occurred (local time).

Date added

Date the client was added to the waitlist (local).

Date granularity

Sets how the over-time charts group dates: by day, week, or month. This changes the chart view only, not the totals.

★ Date Range

The reporting period selected by the user. What underlying date field this range is actually applied against varies by report/dashboard — see variants.

This differs by report:

- Client retention: Filters visits based on the order CLOSE date.

- Membership event summary: Filters the period used to evaluate membership status changes.

- Voucher summary: Filters voucher liability movement based on order dates.

- Business summary (dashboard): One date filter drives every tile, but each tile applies it to its own date field: Order date for sales/client tiles, Appointment date for the Appointments tile, Schedule date for Utilization.

- Sales Summary (dashboard): Applied to the order date for Total collected, and to the payment date for Payment methods and Merchant card sales.

Date removed

Date the client was removed from the waitlist.

Date sold

The date the membership was first sold to the client.

Day of Week

Day of the week on which the appointment associated with the service is scheduled to occur.

Days Booked in Advance

Number of days between when the appointment was booked and the appointment start date.

Days since past due

The number of days the membership has been in a past due status (for example, 90 days).

Default product price

The default retail price configured for the product, in dollars.

Default Service Price

The current price configured for the service, in dollars.

Default Unit cost

The default cost to the business for a single unit of the product, in dollars. This value is typically used for inventory valuation and margin calculations.

Description

A text note entered during the drawer count submission summarizing the reason for count (e.g., “End of Day,” “Shift Change,” “Mid-Day Check”).

Detail

Additional contextual information associated with the credit activity, if available.

Discount

The total discount amount applied to the line item, in dollars.

Discount Amount

Total discount amount in dollars, excluding sales tax, aggregated by the current grouping.

Discount Date

Local calendar date and time when the discount was applied to the line item.

Discount Id

Unique identifier of the discount applied to a line item.

Discount Method

Method of application of the discount. Possible values: fixed percentage, fixed amount.

Discount Name

The name of the discount applied to this sale line item (offer name or discount reason).

Discount Type

Classification of the discount applied to the line item. Possible values: offer, discretionary.

Discretionary Discounts

Total dollar amount of manually applied discounts, excluding promotional offers, aggregated by the current grouping.

Dispute Action Amount

Dollar amount currently under dispute as reported by the payment processor. Units: dollars.

Dispute Action ID

Unique identifier for the monetary or status-related action recorded on a specific dispute case.

Dispute action stage

Dispute stage associated with this action One of: chargeback, contested, pre-arbitration, arbitration,.

Dispute Amount

Dollar amount under dispute as reported by the payment processor. Units: dollars.

Dispute Case Number

Human-readable case number assigned to a dispute by the payment processor to track the dispute lifecycle.

Dispute Date

The local date and time when the dispute was initiated by the cardholder or payment processor.

Dispute ID

Unique identifier assigned by the payment processor to track a specific dispute case.

Dispute Status

Displays the current status of the dispute. One of: Won, Responded, Lost, Lost Pending, New, Contested Pending, Arbitration Pending, Contact BLVD, Pre-Chargeback, Contested.

Does Staff Perform Services

Flag indicating whether the staff member is configured to perform services and can be assigned as the service provider for appointments (true = performs services).

Due Date

The calendar date when the invoice payment is due.

Duration Hours

Scheduled length of the entry measured in hours (numeric).

Duration Minutes

Scheduled length of the entry measured in minutes (numeric).

Metric

Definition

Email Bounce %

Percentage of emails that failed due to invalid addresses or delivery errors.

Email Bounces

Count of emails that failed due to invalid addresses or delivery errors.

Email Click %

Percentage of delivered Emails that resulted in a click.

Email Clicks

Total number of link clicks recorded from the Emails.

Email Delivery %

Percentage of emails successfully delivered.

Email Delivery Status

Final delivery status of the email (e.g., Delivered, Bounced, Failed).

Email marketing enabled

Flag indicating whether the client has opted in to receive marketing emails (true = opted in).

Email Open %

Percentage of delivered emails that were opened.

Email Opens

Total number of email opens recorded.

Email Unsubscribe %

Percentage of email recipients who unsubscribed.

Emails Attempted

Count of email messages attempted to be sent.

Emails Delivery

Count of successfully sent email messages.

Emails Unsubscribes

Number of clients who unsubscribed via email.

End Time

The local time when the service or timeblock ended.

Ending active client count

The number of clients who have an active or a paused membership at the end of the selected period.

Ending active membership Count

The number of memberships that remain active or paused at the end of the selected period after all changes are applied.

Ending Balance

The total dollar amount physically counted in the drawer at the time of closeout.

Ending Liability

Total outstanding voucher liability balance attributed to the location as of the end date. Calculated as: Starting Liability + Net Liability Change.

Exchanged Voucher Cash Value

Total cash value of vouchers exchanged against completed service sales within the selected grouping, duration, and filters.

External ID

Identifier for the client from an external system, if provided by the business.

Metric

Definition

Fee (Sales Summary dashboard)

The part of Total collected that came from fees in the period.

Fee Amount

Dollar amount of the fee applied, if any.

Fee Name

The name of the fee applied to the sale line item, if any.

Fee Net Amount

Dollar net amount of the fee applied to this sale line item, if any.

Final Discount Amount

The actual discount amount applied to the appointment service at checkout after any pricing adjustments or changes.

Final Net Sale Amount

The final net sale amount recorded for the appointment service after checkout, reflecting applied discounts, adjustments, and refunds.

First Name

The given name of the staff member.

Forecasted Discount Amount

The expected discount amount applied to the appointment service at the time the appointment was booked.

Forecasted Net Sale Amount

Estimated net sales value for future booked appointments based on current service prices. Any known discounts that the user has available to be automatically applied are excluded. Units: dollars.

Forecasted net service sales

Estimated net sales value for future booked appointments based on service prices. Any known discounts that the user has available to be automatically applied are excluded. Units: dollars.

Metric

Definition

Gift Card (dashboard payment-method breakdown)

The amount of Total collected that clients paid for using gift cards in the period. Appears as a payment-method breakdown tile on the Sales Summary dashboard — distinct from the sales-type breakdown of the same name.

Gift Card (dashboard sales breakdown)

The part of Net amount / Total collected that came from gift card sales in the selected period. Appears as a sales-type breakdown tile on the Business summary and Sales Summary dashboards.

Gift card balance

Balance left on the gift card as of the chosen date.

Gift Card Client Count

Total number of clients associated with gift card sales aggregated by the current grouping.

Gift card code

Gift card code associated with the transaction.

Gift Card Count

Total number of gift card sales, aggregated by the current grouping.

Gift card ID

Unique identifier of the gift card associated with the transaction, if applicable.

Gift Card Net Amount

Net amount in dollars from gift cards after discounts and refunds, aggregated by the current grouping.

Gift Card Refund Count

Total number of refunded gift card sales, aggregated by the current grouping.

Gift Card Sale Amount

Total sale amount in dollars from gift cards aggregated by the current grouping before discounts and refunds.

Gift Card Sales Count

Count of gift card sales associated with the staff member.

Gift card type

The type of gift card sold (Cash or Voucher).

★ Gratuity

Tip amount collected. Whether this is shown gross (before refunds) or net (after refunds) varies by report — see variants. Distinct from 'Total Collected', which includes gratuity as one component.

This differs by report:

- Client Sales, Operator Sales: Gross — total gratuity before refunds.

- Daily summary, Staff performance: Net — gratuity after refunds.

- Referral performance: Net — gratuity net of refunds.

- Sales Summary (dashboard): The portion of Total collected attributable to gratuity/tips in the period.

Metric

Definition

Has Client Converted

Flag indicating whether the client converted after receiving the campaign (true = converted).

★ Hours Blocked

Duration of blocked/unavailable staff time, in hours. Granularity differs by report — see variants.

This differs by report:

- Daily summary: Aggregate total of staff hours marked unavailable (breaks, time off, manual blocks) for the current grouping.

- Time block entries: Duration of a single time-block record.

Hours Booked

Total number of scheduled hours that currently have appointments booked within the selected future date range. Units: hours.

Hours Clocked

Total number of hours clocked by the staff member during the selected period and grouping, calculated as Clock Out Time − Clock In Time. Expressed in hours as a decimal (e.g., 1.25 = 1 hour 15 minutes).

Hours Scheduled

Total number of hours the staff member is scheduled to work within the selected future date range. Units: hours.

Metric

Definition

Internal note

Free-form internal notes associated with the service. This field is intended for staff or administrators to record business-specific information.

Inventory Adjustment Cost

Total cost impact of the inventory adjustment based on product unit cost. Units: dollars.

Inventory As Of Date

Calendar date for which the inventory is being calculated.

Inventory At Adjustment

The quantity of product units available on hand immediately after the adjustment event. Units: count.

Inventory On Hand

The current quantity of product units available on hand as of the time the report is run. Units: count.

Invoice Number

Human-readable invoice number assigned to the invoice for reference and grouping.

Is active

Flag indicating whether the gift card is active or it has been disabled.

Is add-on service

Flag indicating if the appointment associated with this sale line item was an add-on service (true = add-on).

Is Appointment Prebooked

Flag indicating whether the appointment was booked in advance before checkout (true = pre-booked).

Is Appointment Self-booked

Flag indicating whether the appointment was booked by the client (true = booked by client).

Is Appointment Walk-In

Flag indicating whether the appointment was created as a walk-in (true = walk-in).

Is bookable online

Flag indicating whether clients can book appointments with this staff member through online booking channels (true = bookable online).

Is client a member

Flag indicating whether the client currently has an active membership (true = active membership).

Is client active

Flag indicating if the client record is active in the system (true = active).

Is Client currently a member

Flag indicating whether the client has at least one active membership at the time of the appointment (true = active membership).

Is client on active membership

Flag indicating if the client had an active membership associated with their account at the time of sale (true = active membership).

Is commission enabled

Flag indicating whether commissions are enabled for the sale of this membership plan (true = commissions can be applied to membership sales).

Is commissionable

Flag indicating whether the line item is eligible for commission (true = commission applies).

Is Custom Payment

Flag indicating whether the transaction used a custom-configured payment method (true = custom).

Is Manual Adjustment

Flag indicating whether the account credit activity was performed manually (true = manual adjustment).

Is Marketing Opted In

Flag indicating whether the client has opted in to receive marketing communications from the business (true = opted in).

Is membership active

Flag indicating whether the membership plan is currently active and available for purchase in the system (true = active).

Is New client

Flag indicating whether the client was new to the business at the time of the rated appointment (true = first completed appointment, false = returning client).

Is Package Active

Flag indicating whether the package is active (true = active).

Is pre-booked

Flag indicating whether the appointment was booked before checkout as a future appointment (true = prebooked).

Is Product Active

Flag indicating whether the product is currently active and available in the system (true = active).

Is Quantity Tracking Enabled

Flag indicating whether quantity tracking is enabled for the product (true = tracking enabled).

Is Refunded

Flag indicating whether the account credit activity involved a refund (true = refunded).

Is Retail Product Active

Flag indicating whether the product is active (true = active).

Is self-booked

Flag indicating whether the appointment was booked by the client through a self-service booking channel (true = self-booked).

Is Service Active

Flag indicating whether the service is currently active and available for booking or sale in the system (true = active).

Is Service add on

Flag indicating whether the service was added to the appointment as an add-on service (true = add-on service).

Is Staff Active

Flag indicating if the staff member associated with the sale line item is active (true = active).

Is Staff Requested

Flag indicating if the client specifically requested the staff member associated with this sale line item (true = requested).

Is tax charged

Flag indicating whether tax is applied when the product is sold (true = tax applied).

Is voucher used

Flag indicating if a voucher was applied as a payment method on the order containing this sale line item (true = voucher used).

Issued Date

The calendar date when the invoice was officially issued (published). Draft invoices (not yet published) are excluded from reporting.

Item category

Category of the item on the sale line item, consolidated across service category, retail product category, membership category, and package category. Null for gratuity and fee rows.

Item ID

Unique identifier for the item associated with this sale line item, consolidated across service, product, subscription, package, and prepaid product identifiers. Null for gratuity and fee rows.

Item list price

The default price in dollars of the item at the time the order containing this sale line item was closed. Null for gratuity and fee rows.

Item Name

Display name of the item on the sale line item, consolidated across service, retail product, membership, package, and prepaid product names. Null for gratuity and fee rows.

Item quantity

Total number of item units sold, aggregated by the current grouping.

Item type

High-level classification of what was sold on the line item (e.g., Service, Retail Product, Membership (New), Membership (Recurring), Package, Prepaid Product, Gift Card, Account Credit, Fee, Gratuity). A couple of reports use a narrower value set (e.g., Commission line items: Service, Product, Membership, Package).

Invoice Id

Unique identifier for the invoice record in the system.

Metric

Definition

Last charge attempt date

The most recent date that a user or the Boulevard system retried the renewal payment.

Last Name

The family or surname of the staff member.

Last Payment Date

The most recent date a payment was successfully captured against the invoice. Blank if no payment has been captured.

Last Payment Method

The payment method associated with the most recent payment, if any, displays the card type and the last four digits.

Last Updated At (UTC)

The UTC timestamp indicates when the product inventory record was last updated.

Last Visit Date

The most recent completed visit date for the client across all time, regardless of the selected report date range.

Latest decline reason

The last reason the renewal payment declined (i.e. “insufficient funds”)*.

Legacy: net sales

Total sales in dollars for the order lines aggregated by the current grouping after discounts and refunds, excluding sales tax and gratuity aggregated by the current grouping.

Liability Expirations

Total value of voucher liability that expired during the reporting period and location.

Liability Issued (Sales)

Total value of voucher liability issued during the reporting period. Includes voucher liability generated through sales such as, package sales, or membership inclusions.

Liability Redemptions

Total value of voucher liability redeemed during the reporting period. Represents voucher liability converted into delivered services. Calculated as (Redemption in same locations + Redemptions in other locations).

Liability Voids

Total value of voucher liability voided during the reporting period before redemption. Typically represents cancellations, reversals, or administrative correction.

Lifetime appointment Count

Total number of lifetime appointments associated with the client.

Lifetime gross sales

Total lifetime gross sales before discounts, offers, or refunds are applied associated with the referred client.

Lifetime value

Total lifetime value before discounts, offers, or refunds are applied associated with the referred client.

Lifetime value on membership

The total amount the client spent with the business while this membership was active. (Includes the membership payments).

Line item count

Count of distinct sale line items aggregated by the current grouping.

Line item ID

Unique identifier for the order line item associated with the transaction. Each line item represents a single service, product, membership, or package included in an order

List price

The listed unit price of the item before discounts, voucher adjustments, or business charges, in dollars.

Location City

The city where the business location operates.

Location External Id

Unique identifier for the business location associated with the sale line item from an external system, if applicable.

Location Group

The logical grouping the business location belongs to, used for reporting rollups and segmentation.

Location Groups

Logical grouping assigned to the location for organizational structure and reporting rollups.

Location Id

Unique identifier for the business location where the staff member is scheduled to work during the selected future period.

Location Name

Name of the business location. On dashboards (Business summary, Sales Summary), this field is a filter that narrows every tile rather than a display dimension.

Location Revisit %

Percentage of clients who revisited the same location within the defined retention window.

Location Revisit Count

Number of clients who revisited the same location within the defined retention window.

Location State

The state or province where the business location operates.

Location Tag

Tag assigned to the business location for categorization, filtering, or segmentation.

Location Tags

Tags associated with the location used for filtering, categorization, and reporting segmentation.

Loyalty Activity Id

Unique identifier for a single loyalty activity event, representing one instance where points were accrued, redeemed, or manually updated.

Metric

Definition

Manual Adjustments (Additions)

Total value of voucher liability manually added during the reporting period. Includes administrative adjustments, goodwill, or corrective entries made by staff.

Marketing Opt-In Channel

Indicates which communication channels the client has consented to receive marketing through. Possible values include: Email Only, Text Only, or Email and Text.

Median gift card value

Median of gift card balance values within the current grouping.

Membership churn %

The percentage of memberships that were cancelled and were active in the previous recurring period.

Membership retention %

The percentage of memberships that remain active and were also active in the previous recurring period.

Membership Status at Start

The membership status of each membership as of the start date of the selected period. Used as a cohorting dimension to track how memberships transition from their starting state (e.g., active, paused, scheduled to cancel, past due) to their ending state within the period. Cancelled memberships are excluded from this starting-status dimension.

Membership (New)

The part of Total collected that came from first-time membership purchases in the period (signups, not renewals).

Membership (Recurring)

The part of Total collected that came from membership renewals in the period (not first-time signups).

Membership ARR

Annual recurring revenue for the membership.

Membership audience

The intended audience or eligibility group for the membership plan as configured by the business (for example: all clients, specific client segments, or restricted groups).

Membership billing date

The billing schedule configuration associated with the membership plan that determines when recurring membership charges occur.

Membership category

The category or grouping assigned to the membership plan for organizational and reporting purposes.

Membership category name

The category assigned to the membership plan.

Membership client %

The percentage of clients who have paid for a membership within the past membership period and received a service from the staff member. Available for 30, 60, 90, 120, 150, and 180-day periods.

Membership client count

The total number of clients who have paid for a membership within the past membership period and received a service from the staff member. Available for 30, 60, 90, 120, 150, and 180-day periods.

Membership client LTV

The total amount paid by a client across all products, services, memberships, and packages while their membership was active.

Membership client retention %

The percentage of clients who are on an active membership relative to the previous membership period. Available for 30, 60, 90, 120, 150, and 180-day periods.

Membership collected amount

The total amount collected from the client for membership purchases in dollars. Calculated as total membership net amount plus membership tax amount.

Membership Commission

The total commission amount earned by the staff member from membership sales during the selected date range, in dollars.

Membership conversion %

The percentage of clients who purchased a membership after receiving a service from the staff member.

Membership Count

The total number of memberships attributed to the staff member within the selected time period.

Membership description

The description of the membership plan configured on the platform.

Membership ID

Unique identifier for the membership plan configured in the system.

Membership MRR

Monthly recurring revenue for the membership.

Membership name

The name of the membership plan as configured in the platform.

Membership plan ID

Unique identifier for the membership instance associated with the client.

Membership price

The price for the current membership term paid by the client

Membership Start Date

The date on which the membership went into effect, ie. the start date of the first term.

Membership status

The current status of the membership (active, paused, past due, canceled).

Membership status reason.

The reason for a change in the membership’s state.

Membership subscription count

The count of client subscription membership subscription instances canceled based on the current grouping.

Membership tax amount

Total tax amount collected on membership sales (New and recurring) in dollars.

Membership tax rate

The tax rate applied to the membership sale.

Membership/Package Category

Category of the membership or package associated with the voucher.

Membership/Package Name

Name of the membership or package tied to the voucher.

Memberships activated

The number of new memberships activated and any previous memberships that moved from paused or past due to an activated status in the selected period.

Memberships cancelled

The number of memberships that were canceled during the selected period.

Memberships past due

The number of memberships that moved into a past-due status during the selected period.

Memberships paused

The number of memberships that moved into a paused status during the selected period.

Memberships Scheduled Cancellation

The number of memberships that moved to a cancellation-scheduled status during the selected period.

Merchant Account (Sales Summary dashboard)

A dashboard filter that narrows the card-payment tiles to one or more merchant accounts.

Merchant card sales

Total card sales for the period excluding card processing fees, broken down by merchant account. Only card payments are included.

Merchant Name

The name of the merchant account used on the order containing this sale line item.

Minimum Commitment

The membership plan's minimum commitment term (e.g., 3 or 12 months) required before it can be canceled.

Minutes Blocked

Total duration of the time block in minutes. Units: minutes.

Minutes Clocked

The total number of minutes recorded between clock-in and clock-out for the time clock entry.

Mobile Phone

Mobile phone number associated with the client’s profile.

Metric

Definition

★ Net Amount

By design, 'Net Amount' has two tiers of meaning in OMNI (see the Sales Metrics Reform notes): an ITEM-level measure (sale amount for a specific line item/category, after discounts and refunds, excluding tax/gratuity), and a BUSINESS-level measure (the Business summary dashboard's total across everything sold). Always confirm which tier a given report/field uses.

This differs by report:

- Client Sales, Daily summary, Operator sales, Staff performance (item-level): Total net amount after discounts and refunds, excluding sales tax and gratuity, aggregated by the current grouping.

- Order line items (item-level): Total sales for this line item after discounts and refunds, excluding sales tax, fees, and gratuity. Negative on refund rows.

- Business summary (business-level): Total sales across everything sold — services, retail, memberships, packages, gift cards, and account credit — after discounts and refunds, before sales tax. Excludes fees, gratuity, and balance adjustments. Includes both the sale of a liability (e.g., a gift card) and its later redemption, so it can exceed cash collected.

Net Amount (Business summary dashboard)

Total sales for the period across everything sold, after discounts and refunds and before sales tax — covering services, retail products, memberships, packages, gift cards, and account credit. Fees, gratuity, balance adjustments, and sales tax are excluded. Includes both the sale of a liability (e.g., a gift card or membership) and its later redemption, so it can be higher than cash collected. The dashboard's over-time chart spreads this same figure across the period by day, week, or month.

Net amount (less voucher)

The total net amount after discounts and refunds are applied, excluding amounts paid using vouchers.

Net Amount (Less Vouchers)

Total sales in dollars after discounts and refunds, excluding sales tax and excluding voucher redemptions, aggregated by the current grouping.

Net Amount Per Order

Average net amount in dollars per order, calculated as Net Amount divided by Order Count, aggregated by the current grouping.

Net Amount Per Order (Less Vouchers)

Average net amount in dollars per order, calculated as Net Amount (Less Vouchers) divided by Order Count, aggregated by the current grouping.

Net Gratuity

Net gratuity amount in dollars after refunds, aggregated by the current grouping.

Net Liability Change

Net change in voucher liability balance during the reporting period. Calculated as total increases (issuance, manual additions, referral issuance) minus total decreases (redemptions, expirations, voids).

Net new membership amount

The net amount from new membership purchases after discounts and refunds are applied. Net amount excludes sales tax.

Net package amount

The net amount from package line items after discounts and refunds are applied. Net amount excludes sales tax.

Net Prepaid Value

Total net dollar value of prepaid product units used in the transaction. Units: dollars.

Net retail amount

The net amount from retail product line items after discounts and refunds are applied. Net amount excludes sales tax.

Net Service & Retail per Order

Average net sales from services and retail products per order in dollars. Calculated as (service net amount + retail product net amount) divided by total order count.

Net service amount

The net amount from service line items after discounts and refunds are applied. Net amount excludes sales tax.

New Client Count

Total number of clients whose first appointment with the business occurred within the selected date range, aggregated by the current grouping.

New Client Count - Non Requested

Total number of new clients who did not specifically request the staff member, aggregated by the current grouping.

New Client Count - Requested

Total number of new clients who specifically requested the staff member, aggregated by the current grouping.

New Client Count (Service)

Distinct count of clients who completed at least one service line item and are classified as New.

New Client Count %

Percentage of served clients whose first appointment with the business occurred within the selected date range.

New Clients

The number of clients in the period who were visiting your business//location/staff for the first time, with no earlier visit on record.

New Clients Activated

The number of new clients who purchased a membership at the beginning of the selected period.

New Membership Client Count

Total count of distinct clients associated with a new membership purchase aggregated by the current grouping.

New Membership Collected Amount

The total amount collected from clients for new membership purchases in dollars. Calculated as new membership net amount plus tax amount, aggregated by the current grouping.

New membership count

Total count of new membership line items aggregated by the current grouping.

New membership discount

Discount amount applied to new membership purchases in dollars.

New Membership Net Amount

Net amount in dollars from new membership purchases after discounts and refunds, excluding sales tax, aggregated by the current grouping.

New membership refund amount

Total refunded amount for new membership purchases in dollars, excluding tax.

New membership refund count

Total count of refunded new membership line items aggregated by the current grouping.

New Membership Sale Amount

Total sale amount in dollars from new membership purchases aggregated by the current grouping before discounts and refunds, excluding sales tax.

New Membership Sales Count

Count of new membership sales associated with the staff member.

New Membership Sales Tax

Total sales tax in dollars from new membership purchases, aggregated by the current grouping.

New memberships activated.

The number of new memberships activated during the selected period.

New Memberships Client Count

Total number of clients associated with new membership purchases aggregated by the current grouping.

New Memberships Count

Total number of new membership sales, aggregated by the current grouping.

New Memberships Refund Count

Total number of refunded new membership sales, aggregated by the current grouping.

Next renewal date

The calendar date on which the client will next be charged for the membership renewal.

Notes

Internal notes added when the client joined the waitlist.

Metric

Definition

Offer Code

Code associated with the discount or promotion used on the line item.

Offer Name

Name of the discount applied. For offer discounts, this is the configured offer name. For discretionary discounts, this is the free-text reason provided by staff at checkout.

Offset fee percentage

The percentage rate of the offset fee applied to the order containing this sale line item.

Offset Fees Collected

Total dollar amount of offset fees collected as part of the transaction, if applicable. Units: dollars.

Open hours

Number of scheduled hours in the current period that were available for bookings but remained unbooked.

Operator Alternate ID

Alternate identifier for the operator, if provided by the business.

Operator Email

Email address associated with the operator profile.

Operator External ID

The identifier for the operator from an external system, if provided by the business.

Operator First Name

First name of the operator.

Operator ID

Unique identifier of the staff user who processed the order containing this sale line item.

Operator Last Name

Last name of the operator.

Operator Mobile Number

Mobile phone number associated with the operator profile.

Operator Name

The name of the staff user who processed the order containing this membership sale.

Operator Nickname

Informal name used by the operator in the system, if available.

Operator Role Name

Name of the role held by the staff member associated with the credit activity, if applicable.

Order #

Human-readable order number associated with the appointment checkout transaction, if the appointment was completed and checked out.

Order Client Count

Count of distinct clients on orders aggregated by the current grouping.

Order Count

Count of distinct orders in the current grouping.

★ Order Date

The date associated with the order. In most reports this is the order's CLOSE date; a small number of reports (Disputes) use the order's CREATE date instead — see variants. This is the exact ambiguity flagged in the glossary's introductory note.

This differs by report:

- Most reports (Client Sales, Daily summary, Order line items, Service sales, Package sales, Retail sales, Supplier sales, Staff retail/service sales, etc.): Local calendar date the order was CLOSED.

- Disputes activity, Disputes summary: Local date/time the original order was CREATED — not closed.

- Membership sales: Local date of the membership purchase.

- Campaign Billing: Calendar date of the completed appointment (not the order).

- Commission line items / Commission summary: Date the order associated with the commission/tip activity was created.

Order ID

Unique internal identifier of the order associated with the loyalty activity, if applicable.

Order Number

Human-readable order number, for reference.

Order Status

Current status of the associated order. One of: Refunded, Deleted, Voided, Open, Closed.

Order tag

Tag associated with the order, if applicable, used for categorization and filtering.

Order Tags

Order tags associated with the purchase of the membership

Original Balance

The total invoice amount at the time it was issued, before any payments, refunds, or adjustments.

Original Charge Amount

Dollar amount of the original transaction charged to the client before any refunds or adjustments. Units: dollars.

Other (Sales Summary dashboard)

The amount paid using any custom payment method that is not card, cash, gift card, account balance, or voucher in the period.

Other providers

Names of additional staff on the same appointment, comma-separated.

Outstanding Balance

The remaining unpaid amount on the invoice after all captured payments and refunds have been applied.

Outstanding Voucher value

The total deferred revenue value of active vouchers remaining unredeemed as of the selected date. Each voucher’s value is derived from the purchase value (typically package or membership price divided by included vouchers).

Over time.

Total number of overtime hours worked by the staff member beyond scheduled hours. Expressed in hours as a decimal (e.g., 2.5 = 2 hours 30 minutes).

Metric

Definition

Package (Business summary / Sales Summary dashboards)

Net sales in dollars from package sales in the selected period, shown as a breakdown tile on the Business summary and Sales Summary dashboards.

Package Audience

The audience associated with the package.

Package Category Name

The name of the category the package belongs to.

Package Client Count

Total number of clients associated with package sales aggregated by the current grouping.

Package Collected Amount

The total amount collected from clients for package purchases in dollars. Calculated as package net amount plus package tax amount, aggregated by the current grouping.

Package Commission

The total commission amount earned by the staff member from package sales during the selected date range, in dollars.

Package Count

Total number of package sales, aggregated by the current grouping.

Package Discount Amount

Discount amount on package sales in dollars.

Package Id

Unique identifier of the package.

Package Name

The display name of the package as shown to users.

Package Net Amount

Net amount in dollars from packages after discounts and refunds, excluding sales tax, aggregated by the current grouping.

Package net amount Per Order

Average package sales per order in dollars.

Package Quantity Sold

The number of package units sold.

Package Refund Amount

Total refunded package sales in dollars, excluding tax.

Package Refund Count

Total number of refunded package sales, aggregated by the current grouping.

Package Refunds Count

The number of refund line items for packages.

Package Sale Amount

Total sale amount in dollars from packages aggregated by the current grouping before discounts and refunds, excluding sales tax.

Package Sales Count

Count of package sales line items linked to the staff member.

Package Sales Tax

Total sales tax in dollars from package purchases, aggregated by the current grouping.

Pass due client count.

The number of clients who had a membership moved to past due status.

Past due %

The percentage of memberships with failed payments as of the last day of the selected time period.

Past due amount owed

The total amount owed by the client since the membership became past due. Only applies to customers who do not have waived past due membership charges setting turned on.

Past due date

The calendar date on which the client’s membership entered its current past due state.

Past due membership count

The number of memberships marked as past due because one or more payment attempts failed within the selected time period.

Paused %

The percentage of memberships in paused status on the last day of the selected time period.

Paused client count

The number of clients who had a membership moved to paused status.

Paused date

The date the membership was paused.(If applicable).

Paused membership count

The number of memberships that are in paused status on the last day of the selected time period.

Payment Date

The local date and time when the original payment was captured or settled.

Payment Method

Method used for payment. One of: Apple Pay, Cash, Voucher, Account Balance, Other, Credit Card, Prepaid Product Units, Check, Gift Card.

Payment method (consolidated)

Payment method used for the transaction, where similar payment methods are consolidated into a common reporting grouping.

Payment methods

The total amount collected for the period, here broken down by how clients paid. Balance adjustment entries (gift card and account credit corrections) are not included.

Payment note

Free-text note added to the transaction. May include custom payment method details, or adjustment notes.

Percent of Total (Sales Summary dashboard)

Each payment method's share of Total collected, shown as a percentage.

Permission group

The permission group assigned to the staff member, which determines the locations and operational permissions available to them in the platform.

Permission group ID

Unique identifier for the permission group assigned to the staff member.

Personal Blocked Hours

Total number of scheduled hours blocked for personal reasons (e.g., time off, breaks) within the selected future date range. Units: hours.

Platform Source

Indicates where the credit activity was performed. One of: Dashboard, Online or Pro App.

Points

Number of loyalty points added to or removed from the client’s balance as a result of this activity. Accruals are positive values; redemptions are negative values.

Points Update Reason

Reason for the loyalty points update, such as promotion, manual adjustment, correction, or reward redemption.

Pre-booked Appointment Count

Total number of pre-booked appointments, aggregated by the current grouping.

Pre-booked appointments

The number of appointments that were booked during a previous visit, before the client left. A useful signal of how well clients are rebooking on their way out.

Prebooked %

Percentage of appointments that were pre-booked. Calculated as pre-booked appointment count divided by total appointment count.

Prebooked Service Client Count

Count of clients who booked their next appointment on the same day as service completion.

Preferred Date

Preferred appointment date selected by the client.

Preferred time

Preferred appointment time window selected by the client.

Prepaid client ID

Unique identifier of the client who purchased or is associated with the prepaid product on this sale line item.

Prepaid product client count

Total number of clients associated with prepaid product sales aggregated by the current grouping.

Prepaid Product Count

Total number of prepaid product sales, aggregated by the current grouping.

Prepaid product ID

Unique identifier of the prepaid product associated with this sale line item.

Prepaid Product Name

Name of the prepaid product associated with the transaction.

Prepaid Product Net Amount

Net amount in dollars from prepaid product purchases after discounts and refunds, aggregated by the current grouping.

Prepaid Product Quantity

Quantity of prepaid units redeemed or purchased in the transaction. Units: count.

Prepaid Product quantity sold

Total number of prepaid product units sold, aggregated by the current grouping.

Prepaid Product Quantity Used

Total number of prepaid product units redeemed, aggregated by the current grouping.

Prepaid product Refund Count

Total number of refunded prepaid product sales, aggregated by the current grouping.

Prepaid product sale amount

Total sale amount in dollars from prepaid product purchases aggregated by the current grouping before discounts and refunds.

Prepaid Products

The part of Total collected that came from prepaid products in the period.

Price Value

The total value of inventory calculated as Inventory On Hand multiplied by the Current Unit Price. Units: dollars.

Primary location external id

External system ID of the location where the client completed their first referral visit.

Primary location group

Location group associated with the client's primary location.

Primary location ID

Unique identifier for the primary location associated with the client’s profile.

Primary location name

The name of the primary location associated with the client’s profile.

Primary location tags

Location tags associated with the business location, if available.

Primary referred location external ID

Identifier for the referred client location from an external system, if provided by the business.

Primary referred location group

The location group of the business location associated with the referred client, if applicable.

Primary referred location ID

Unique identifier for the primary business location associated with the referred client.

Primary referred location name

Name of the primary business location associated with the referred client.

Primary referring location external ID

Identifier for the referring client location from an external system, if provided by the business.

Primary referring location group

The location group of the business location associated with the referring client, if applicable.

Primary referring location ID

Unique identifier for the primary business location associated with the referring client.

Primary referring location name

Name of the primary business location associated with the referring client.

Product (Business summary / Sales Summary dashboards)

Net sales in dollars from retail product sales in the selected period, shown as a breakdown tile on the Business summary and Sales Summary dashboards.

Product Barcode

The barcode or UPC associated with the product for scanning and checkout purposes.

Product Brand Name

The name of the brand associated with the product.

Product Category

The category assigned to the product for organization and reporting purposes.

Product Category Name

The name of the category the product belongs to.

Product Color

The color variant associated with the product, if applicable.

Product Commission

The total commission amount earned by the staff member from product sales during the selected date range, in dollars.

Product External ID

Identifier for the product from an external system, if provided by the business.

Product Id

Unique identifier for the product configured in the platform.

Product location ID

Unique identifier associated with the product at the location level.

Product Name

The name of the product as configured in the product catalog.

Product Quantity Change

Net change in product quantity resulting from the adjustment. Positive values indicate increases; negative values indicate decreases. Units: count.

Product Size

The size or volume of the product as configured in the product record (for example: 8 oz, 250 ml).

Product SKU

The stock keeping unit (SKU) used to uniquely identify the product for inventory and operational tracking.

Product Supplier Name

The name of the supplier or vendor associated with the product, if provided.

Product Suppliers

The supplier associated with the product.

Profit Value

The estimated gross profit value calculated as Price Value minus Cost Value. Units: dollars.

Projected Appointment Sales

Estimated dollar value of expected sales from booked appointments. Units: dollars.

Promotional Offers

Dollar value of promotional offers applied aggregated by the current grouping.

Purchase Location

Name of the business location associated with the membership sale.

Purchase Location External Id

Unique identifier of the location where the voucher was purchased from an external system.

Purchase Location group

Location group associated with the location where the voucher was purchased.

Purchase Location Id

Unique identifier of the location where the voucher was purchased.

Purchase Location tags

Tags associated with the location where the voucher was purchased.

Purchase source

Indicates the channel through which the gift card was purchased. One of: Online or In-Person, or Manual

Purchasing client

Name of the client who purchased the voucher.

Purchasing client email

The purchasing client’s primary email address.

Purchasing client external ID

Unique identifier for the purchasing client from an external system, if applicable.

Purchasing client first name

First name of the client who purchased the voucher.

Purchasing client ID

Unique identifier for the purchasing client in the system.

Purchasing client mobile

The purchasing client’s mobile phone number.

Purchasing location

Name of the business location associated with the gift card sale.

Purchasing location external ID

Unique identifier for the business location from an external system, if applicable.

Purchasing location group

The location group the business location is associated with the gift card sale, if applicable.

Purchasing location ID

Unique identifier for the business location associated with the gift card sale.

Purchasing location tags

Location tags associated with the business location, if available.

Metric

Definition

Quantity Adjustment Id

Unique identifier for the inventory adjustment event.

Metric

Definition

Rate

The effective commission percentage applied to the individual item for the staff member. The rate is calculated only for items marked as commissionable.Tier thresholds are evaluated within the selected date range, and product type.

Rating

The star rating submitted by the client for the appointment, typically on a scale of 1–5.

Ratings Id

Unique identifier for a single client rating submitted for a completed appointment.

Recipient email

Email address of the recipient if the gift card was sent to someone other than the purchasing client.

Recipient name

Name of the recipient if the gift card was sent to someone other than the purchasing client.

Recipient Count

Total number of unique clients targeted by the campaign.

Recurring membership client count

Total count of distinct clients associated with a membership renewal aggregated by the current grouping.

Recurring Membership Collected Amount

The total amount collected from clients for recurring membership renewals in dollars. Calculated as recurring membership net amount plus tax amount, aggregated by the current grouping.

Recurring membership count

Total count of recurring membership line items aggregated by the current grouping.

Recurring membership discount

Discount amount applied to recurring membership renewals in dollars.

Recurring Membership Net Amount

Net amount in dollars from recurring membership renewals after discounts and refunds, excluding sales tax, aggregated by the current grouping.

Recurring membership refund amount

Total refunded amount for recurring membership renewals in dollars, excluding tax.

Recurring Membership Refund Count

Total number of refunded recurring membership renewals, aggregated by the current grouping.

Recurring Membership Sale Amount

Total sale amount in dollars from recurring membership renewals aggregated by the current grouping before discounts and refunds, excluding sales tax.

Recurring Membership Sales Tax

Total sales tax in dollars from recurring membership renewals, aggregated by the current grouping.

Recurring Memberships Client Count

Total number of clients associated with recurring membership renewals aggregated by the current grouping.

Recurring Memberships Count

Total number of recurring membership renewal sales, aggregated by the current grouping.

Redeemed client

Name of the client who redeemed or used the voucher.

Redeemed client first name

First name of the client who redeemed the voucher.

Redeemed client ID

Unique identifier of the client who redeemed the voucher.

Redeemed Location

Business location where the voucher was redeemed.

Redeemed Location External Id

Unique Identifier location where the voucher was redeemed from an external system.

Redeemed Location group

Location group associated with the location where the voucher was redeemed.

Redeemed Location Id

Unique Identifier location where the voucher was redeemed.

Redeemed Location tags

Tags associated with the location where the voucher was redeemed.

Redeemed Operator

Name of the staff member who processed or recorded the voucher redemption.

Redeemed Service Category

Category of the service redeemed or linked to the voucher.

Redeemed Service Name

Display name of the redeemed or linked service.

Redeemed Voucher Value

Total dollar value of vouchers redeemed against completed service sales within the selected grouping, duration, and filters.

Redemption Client email address

The Redemption client’s primary email address.

Redemption Client external id

Unique identifier for the Redemption client from an external system, if applicable.

Redemption Client id

Unique identifier for the Redemption client in the system.

Redemption Client mobile #

The Redemption client’s mobile phone number.

Redemption Client name

The Redemption client’s full name.

Redemption Location Name

Name of the business location associated with the gift card redemption.

Redemptions – Other Location (Inbound)

Total value of vouchers sold at other locations but redeemed at this location. Represents inbound voucher redemption activity.

Redemptions – Other Location (Outbound)

Total value of vouchers sold at this location but redeemed at a different location. Represents outbound voucher redemption activity.

Redemptions – Same Location

Total value of vouchers only that were both sold and redeemed at the same location during the reporting period.

Referral source

The method or channel the business assigns to indicate how a client first discovered or was referred to the business.

Referral activity ID

Unique identifier associated with the referral activity where one client refers to another client.

Referral Program Issuance

Total value of voucher liability issued through referral incentives during the reporting period.

Referred client

The referred client’s full name.

Referred client count

Distinct count of new clients who completed their first appointment using the Client’s referral code in the specified date range.

Referred client email

The referred client’s primary email address.

Referred client external ID

Unique identifier for the referred client from an external system, if applicable.

Referred client ID

Unique identifier for the referred client.

Referred client mobile

The referred client’s mobile phone number.

Referred client tags

List of client tags associated with the referred client.

Referred client value

The new client's net sales after discounts, offers and refunds. Sales do not include sales tax and voucher payments.

Referred date

Date the referral occurred on.

Referring client

The referring client’s full name.

Referring client email

The referring client’s primary email address.

Referring client external ID

Unique identifier for the referring client from an external system, if applicable.

Referring client ID

Unique identifier for the referring client record in the system.

Referring client mobile

The referring client’s mobile phone number.

Referring Client name

The referrer client’s full name.

Referring client tags

List of client tags associated with the referring client.

Referring email address

The referrer client’s primary email address.

Refund amount

Total dollar amount refunded, aggregated by the current grouping. Refunds are also represented as line items with a Sale Type of Refund, but this measure is provided as a standalone field for easier reporting and analysis.

Refund Business Covered Amount

Total dollar amount of refunds designated as business-covered aggregated by the current grouping.

Refund Clawback Amount

Total dollar amount of refunds designated as clawback aggregated by the current grouping.

Refund Explanation

Free-text explanation entered by staff describing the refund context or justification.

Refund Reason

Categorical reason selected for issuing the refund, if provided.

Refunded Account Balance Sales

Total dollar amount of refunded account balance transactions aggregated by the current grouping.

Refunded Gift Card Sales

Total dollar amount of refunded gift card sales aggregated by the current grouping.

Refunded Gratuity

Total dollar amount of refunded gratuity aggregated by the current grouping.

Refunded New Membership Sales

Total dollar amount of refunded new membership sales aggregated by the current grouping.

Refunded Package Sales

Total dollar amount of refunded package sales aggregated by the current grouping.

Refunded Prepaid Product Sales

Total dollar amount of refunded prepaid product sales aggregated by the current grouping.

Refunded Recurring Membership Sales

Total dollar amount of refunded recurring membership sales aggregated by the current grouping.

Refunded Retail Sales

Total dollar amount of refunded retail product sales aggregated by the current grouping.

Refunded Service Sales

Total dollar amount of refunded service sales aggregated by the current grouping.

Refunded Total Membership Sales

Total dollar amount of refunded membership sales, including new memberships and recurring renewals, aggregated by the current grouping.

Refunds

Total dollar amount of refunds aggregated by the current grouping.

Renewal cycle

The frequency at which the membership renews (for example, monthly or annually).

Renewal term

The billing frequency configured for the membership plan (for example: two weeks, monthly, quarterly, semi-annual, or yearly).

Reply staff name

The full name of the staff member who performed the service associated with the rated appointment.

Reply text

Free-text reply submitted by the business in response to the rating, if provided.

Requested Appointment Count

Number of appointments where the client specifically requested this staff member.

Requested staff alternate ID

Alternate identifier for the requested staff member, if applicable.

Requested Staff ID

Unique identifier of the staff member requested by the client for the appointment service, if specified.

Requested Staff Name

The full name of the staff member requested by the client for the appointment service, if specified.

Requested staff role

Role of the requested staff member.

Resource Category Name

Name of the resource category associated with the appointment service linked to this sale line item, if applicable.

Resource Name

Name of the resource assigned to the appointment service linked to this sale line item, if applicable.

Responded On

The local date and time when a dispute response was submitted to the processor.

Retail Client Count

Total number of clients associated with retail product sales aggregated by the current grouping.

Retail Collected Amount

The total amount collected from clients for retail products in dollars. Calculated as retail net amount plus retail tax amount, aggregated by the current grouping.

Retail Conversion%.

The percentage of clients who had an appointment with a staff member and also purchased a retail product.

Retail Count

Total number of retail product sales, aggregated by the current grouping.

Retail Discount

Discount amount on retail product sales in dollars.

Retail Margin

The margin in dollars form product sales before commissions and overhead, using sale-time price, sale-time cost, and applied discounts;.

Retail Margin %

The margin from product sales as a percentage of total product sales, before commissions , using sale-time price, sale-time cost, and applied discounts.

Retail Net Amount

Net amount in dollars from retail products after discounts and refunds, excluding sales tax, aggregated by the current grouping.

Retail net amount Per Order

Average retail product sales per order in dollars.

Retail Product Brand Name

The product brand associated with the product on this sale line item.

Retail Product Client Count

Count of clients who purchased a retail product through the staff member.

Retail product color

Color attribute of the product associated with this sale line item, if recorded.

Retail Product Id

Unique identifier of the product.

Retail Product Name

The display name of the product as shown to users.

Retail Product Quantity

Total number of retail product units sold to the referred clients.

Retail Product Quantity Sold

The number of product units sold by the staff member

Retail Product Sale Amount

Total sale amount in dollars from retail products aggregated by the current grouping before discounts and refunds, excluding sales tax.

Retail Product Sales Count

Count of retail products sales associated with the staff member.

Retail product size

Size attribute of the product associated with this sale line item, if recorded.

Retail Product Supplier Name

Name of the supplier or vendor associated with the product on this sale line item, if provided.

Retail product unit cost

The unit cost in dollars to the business for the product associated with this sale line item at the moment the order was closed.

Retail quantity sold

Total number of retail product units sold, aggregated by the current grouping.

Retail refund amount

Total refunded retail product sales in dollars, excluding tax.

Retail Refund Count

Total number of refunded retail product sales, aggregated by the current grouping.

Retail Refunds Count

The number of refund line items for retail products.

Retail Sale Amount

Total sale amount in dollars from retail products aggregated by the current grouping before discounts and refunds, excluding sales tax.

Retail Sales Tax

Total sales tax in dollars from retail products, aggregated by the current grouping.

Retail To Service %

Ratio of net retail product sales to net service sales, expressed as a percentage between 0–1.

Retail to Service Amount %

Percentage of retail product net amount relative to service net amount, calculated as Net Retail Product Amount divided by Net Service Amount.

Retail to service rate

The ratio of net retail sales to net service sales, expressed as a percentage. Measures how much retail is attached relative to services sold.

Retained client count

The number of clients who remain active on the membership and were also active in the previous recurring period.

Retained membership count

The number of memberships that remain active and were also active in the previous recurring period.

Returning Client Count (Service)

Distinct count of clients who completed at least one service line item and are classified as Returning.

Returning Client %

Percentage of served clients who had at least one appointment with the business before the selected date range.

★ Returning client count

Count of clients classified as returning, but the comparison baseline differs by report — see variants.

This differs by report:

- Referral performance: Referred clients who had more than one completed appointment (returned after their first referred visit).

- Daily summary: Clients with a purchase on the given date who also had at least one prior purchase before that date.

- Operator sales: Clients served by the staff member who had returned (staff-scoped).

- Staff performance: Clients served who had at least one appointment with the business before the selected date range (business-history-scoped, attributed to staff).

Returning Client Count - Non Requested

Total number of returning clients who did not specifically request the staff member, aggregated by the current grouping.

Returning Client Count - Requested

Total number of returning clients who specifically requested the staff member, aggregated by the current grouping.

Returning Client Rate

Percentage of clients with a purchase in the selected period who had at least one prior purchase before that period, calculated as returning client count divided by total distinct client count within the same grouping and time frame.

Returning Clients (Business summary dashboard)

The number of clients in the period who had visited the business, location, or staff member at least once before. A client counts as returning when they have an earlier visit on record.

Review text

Written feedback submitted by the client as part of the rating, if provided.

Reward date

Date the referrer was granted the reward for the referred client.

Reward location

Name of the business location associated with the reward.

Role ID

Unique identifier for the role assigned to the staff member.

Role Name

The name of the role assigned to the staff member (e.g., Stylist, Manager).

Metric

Definition

Sale Amount

Total sale amount in dollars before discounts and refunds, excluding sales tax, aggregated by the current grouping. For voucher-redeemed services, use the service list price per policy.

Sale amount per order

Average sale amount in dollars per order aggregated by the current grouping, computed as Sale Amount divided by Order Count.

Sale type

Indicates the type of transaction represented by the commission detail line item. One of: Sale, Refund (Clawback), Amendment (Increase), or Amendment (Decrease).

Sales channel

The purchase channel for the order containing this membership sale. Possible values include in-store and online.

Sales Tax

Total sales tax in dollars aggregated by the current grouping across all taxable line items.

Schedule Activity ID

Unique identifier for the schedule activity entry.

Schedule Activity Type

Indicates whether the entry is a service or a timeblock.

Schedule Date

The calendar date on which the staff member is scheduled to work. This reflects the date of the future schedule.

Schedule ID

Unique identifier for the schedule entry.

Scheduled cancellation client count.

The number of clients who had a membership moved to cancellation-scheduled status during the selected period.

Scheduled cancellation date

The date the membership is scheduled to cancel.(If applicable)

Scheduled cancellation on

The date the membership is scheduled to cancel.(If applicable).

Self-booked %

Percentage of appointments that were self-booked. Calculated as self-booked appointment count divided by total appointment count.

Self-booked Appointment Count

Count of appointments associated with the staff member that were directly booked by clients through self-booking.

Self-booked Service Client Count

Count of clients who self-booked their appointment using online booking.

Sent On

Calendar date and time when the campaign message was sent.

Service (Business summary / Sales Summary dashboards)

Net sales in dollars from services in the selected period, shown as a breakdown tile on the Business summary and Sales Summary dashboards.

Service Category

The category or grouping assigned to the service for organizational and reporting purposes.

Service Client Count

Total number of clients associated with service sales aggregated by the current grouping.

Service Collected Amount

The total amount collected from clients for services in dollars. Calculated as service net amount plus service tax amount, aggregated by the current grouping.

Service Commission

The total commission amount earned by the staff member from services during the selected date range, in dollars.

Service Count

The total number of completed services aggregated by the chosen grouping, duration, and filters.

Service Discount

Discount amount on service sales in dollars.

Service Discretionary Discounts

Total dollar amount of discretionary discounts applied to services aggregated by the current grouping.

Service Duration

The total scheduled duration of the service measured in minutes.

Service End Time

The scheduled end time of the service within the appointment.

Service External ID

Identifier for the service from an external system, if provided by the business.

Service Hours

Total hours the staff member spent providing services during the selected period.

Service ID

Unique identifier of the service associated with the initial visit in the period.

Service list price

The standard price of the service associated with the voucher before discounts or adjustments.

Service Name

Display name of the service as configured in the service menu.

Service Net Amount

Net sales in dollars for service line items after discounts and refunds, excluding sales tax, aggregated by the current grouping.

Service Net Amount (Less Vouchers)

Net amount in dollars from services after discounts and refunds, excluding sales tax and voucher redemptions, aggregated by the current grouping.

Service Net Amount Per Appointment

Average net service sales in dollars per appointment, computed as Net service amount divided by Appointment count within the selected filters.

Service Net Amount Per Appointment (Less Vouchers)

Net service sales in dollars per appointment, excluding voucher redemptions. Calculated as Net service amount (Less Vouchers) divided by Appointment count within the selected filters.

Service Net Amount Per Order

Average net service sales in dollars per order, computed as Net Service Sales divided by Order count within the selected filters.

Service Net Amount Per Order (Less Vouchers)

Average net service sales in dollars per order, excluding voucher redemptions. Calculated as Net Service Amount (Less Vouchers) divided by Order Count within the selected filters.

Service product usage cost

Total cost in dollars of consumed service products for the appointment associated with this sale line item (unit cost × quantity).

Service product usage name

Name of the service product consumed during the appointment associated with this sale line item.

Service product usage price

Total price in dollars of consumed service products for the appointment associated with this sale line item (unit price × quantity).

Service product usage quantity

Number of units of service product consumed for the service associated with this sale line item.

Service provider name

Name of the service provider that completed the service.

Service Refund Amount

Total refunded service sales in dollars, excluding tax.

Service Refund Count

Total number of refunded service sales, aggregated by the current grouping.

Service refunds count

Total number of refunded service sales, aggregated by the current grouping.

Service Sale Amount

Sale amount in dollars from services, before discounts, refunds, and tax, aggregated by the current grouping.

Service Sales Tax

Total sales tax in dollars collected on service sales, aggregated by the current grouping.

Service Staff Count

Count of distinct staff members associated with service sales aggregated by the current grouping.

Service Start Time

The scheduled start time of the service within the appointment.

Services

The list of services that were performed during the appointment that was rated by the client

Settled On

Local date and time when the transaction was settled by the payment processor.

Sharing Vouchers

Flag indicating if the plan can be shared. (true = shareable).

SKU

The stock keeping unit or internal product code associated with the membership plan.

SMS marketing enabled

Flag indicating whether the client has opted in to receive marketing text messages (true = opted in).

Sold date

Date the voucher was issued.

Sold on

The date the gift card was created.

Source

How the client was added to the waitlist (e.g., online, staff added).

Staff Alternate ID

Alternate identifier for the staff member associated with the initial sale of the membership, if provided by the business.

Staff Change - Service Net amount

Dollar amount of recoverable costs (if set by the business) applied to line items and subtracted from Net Sales before commission is calculated, aggregated by the current grouping.

Staff Email

Email address of the staff member associated with the sale line item.

Staff Employee ID

Identifier assigned to the staff member by the business for internal tracking purposes.

Staff External ID

Identifier for the staff member from an external system, if provided by the business.

Staff First Name

Given name of the staff member associated with the sale line item.

Staff ID

Unique identifier for the staff member who performed the service associated with the rated appointment.

Staff Last Name

Family or surname of the staff member associated with the sale line item.

Staff mobile

The mobile phone number of the staff member.

Staff Mobile Number

Mobile phone number of the staff member associated with the sale line item.

Staff Mobile Phone

Mobile phone number associated with the staff member’s profile.

Staff Name

The staff member's full name. On dashboards (Business summary, Sales Summary), this field is a filter that narrows the view to one staff member rather than a display dimension.

Staff Nickname

Informal or display name of the staff member associated with the sale line item.

Staff Requested %

Percentage of appointments that were staff-requested. Calculated as staff requested appointment count divided by total appointment count.

Staff Requested Appointment Count

Total number of Staff-requested appointments, aggregated by the current grouping.

Staff revisit %

Percentage of clients who revisited the staff within the defined retention window.

Staff revisit count

Number of clients who revisited the staff within the defined retention window.

Staff Role Name

Name of the role assigned to the staff member (e.g., Stylist, Front Desk, Therapist) at the relevant point in time.

Start date

The date on which the membership first went into effect.

Start Time

The local time when the service or timeblock began.

Starting active client count.

The number of clients that have at least one active or paused membership at the beginning of the selected period.

Starting active membership count

The number of memberships that were active or paused at the beginning of the selected period.

Starting Balance

The dollar amount of cash in the drawer at the beginning of the closeout period, before any sales, refunds, pay-ins, or pay-outs occurred.

Starting Liability

Total outstanding voucher liability balance attributed to the location as of the start date. Represents unredeemed value carried forward into the reporting period.

Status

Current payment state of the invoice. Possible values include : Paid, Past Due, Partially Paid, Fully Refunded, or Pending.

Submission date

The calendar date on which the client submitted the rating. May fall in a later period than the appointment date when the client rates the appointment late.

Subscription ID

Unique identifier for the client’s specific subscription instance. A subscription represents an individual client’s enrollment in a membership plan.

Supplier email

The email for the supplier.

Supplier notes

Any internal notes or comments about the supplier.

Supplier phone

The phone number for the supplier.

Supplier website

The website of the supplier.

Metric

Definition

Term number

The number of times the membership has been renewed.

Text Clicks

Total number of link clicks recorded from the texts sent.

Text Clicks %

Percentage of delivered text messages that resulted in a click.

Text Delivery %

Percentage of text messages successfully delivered.

Text Delivery Status

Final delivery status of the text message, if applicable.

Text Unsubscribes

Number of clients who unsubscribed via text message.

Text Unsubscribes %

Percentage of clients who unsubscribed via text message.

Texts Attempted

Count of text messages attempted to be sent.

Texts Delivered

Count of successfully sent text messages.

Time added

Time the client was added to the waitlist (local).

Time Block Date

The local calendar date the time block is on.

Time Block Type

Entity who created or applied the time block.(Possible values include Business and Personal).

Time Clock Date

The calendar date associated with the time clock record (local date).

Time clock ID

Unique identifier for the staff time clock record.

Time Clock Reason

The reason associated with the time clock entry, if provided.

Time removed

Time the client was removed from the waitlist (local).

Timeblock Description

Description or reason provided for the time block.

Timeblock ID

Unique identifier for the staff time block record.

Tips

The total gratuity amount attributed to the staff member during the selected date range, in dollars.

Total Clients (Business summary dashboard)

The total number of unique clients seen in the period, counting each client once no matter how many times they visited. Counted irrespective of purchase type (service, retail product, or membership).

★ Total Collected

Cash-basis figure representing what the client actually paid. Scope varies significantly by report — see variants. Distinct from Net Amount, which is a pre-collection sales figure.

This differs by report:

- Client Sales, Daily summary, Operator sales, Staff performance: Narrower, service-scoped definition: service net amount + service tax + tips only.

- Order line items: Full order-level definition: total paid after discounts, including sales tax and fees.

- Sales Summary (dashboard): Business-level definition: total collected across everything sold, net of refunds, including tax, gratuity, and fees. Balance adjustments excluded.

Total Commissions

The total commissions attributed to the staff member during the selected date range, in dollars.

Total Membership Client Count

Total count of distinct clients associated with a membership purchase or renewal aggregated by the current grouping.

Total Membership Collected Amount

The total amount collected from clients for all membership purchases (new and recurring) in dollars. Calculated as total membership net amount plus tax amount, aggregated by the current grouping.

Total Membership Count

Total number of membership sales, including new memberships and recurring renewals, aggregated by the current grouping.

Total membership discount

Total discount amount applied to all membership line items (new and recurring) in dollars.

Total Membership Net Amount

Net amount in dollars from all membership purchases and renewals after discounts and refunds, excluding sales tax, aggregated by the current grouping.

Total membership refund amount

Total refunded amount for all membership line items (new and recurring) in dollars, excluding tax.

Total Membership Refund Count

Total number of refunded memberships sales, including new memberships and recurring renewals, aggregated by the current grouping.

Total Membership Sale Amount

Total sale amount in dollars from all membership purchases and renewals aggregated by the current grouping before discounts and refunds, excluding sales tax.

Total Membership Sales Tax

Total sales tax in dollars from all membership purchases (new and recurring), aggregated by the current grouping.

Total membership spend.

The total amount the client has paid for this membership across all billing terms.

Total rewards

The total value of rewards given to the client (Account credit and vouchers ).

Total Tips and Commissions

The combined total of all commissions and tips earned by the staff member during the selected date range, in dollars. This metric excludes salary, hourly wages, and other non-commission compensation.

★ Transaction Amount

A signed dollar amount tied to a transaction-level event; what kind of transaction and sign convention depends entirely on the report — see variants. Treat this as three unrelated fields that happen to share a name, not one metric.

This differs by report:

- Account credit activity: Credit added to/removed from the client's account balance. Grants positive, redemptions negative.

- Gift card activity: Gift card value applied and redeemed on the transaction.

- Order payments: Amount processed for the payment transaction. Positive for payments, negative for refunds.

Transaction Amount (Less Fees)

Transaction amount after deducting processing fees. Represents the amount retained by the business before tax and gratuity adjustments. Units: dollars.

Transaction Date

The local calendar date and time when the payment or refund transaction was created.

Transaction Fees

Total processing fees charged by the payment processor for the transaction. Units: dollars.

Transaction ID

Unique identifier for the transaction associated with the renewal attempt

Transaction Type

Classification of the transaction. One of: Payment, Refund.

Metric

Definition

Updated at

The local timestamp when the client record was last updated in the platform.

Usage service name

Name of the service product consumed during the inventory adjustment.

Utilization

Percentage of staff available working hours in the current period that were booked with appointments, excluding time blocked for business purposes.Calculated as Booked Hours ÷ (Working Hours − Business Blocked Hours).

Utilization %

The staff member's utilization, calculated as hours booked over scheduled hours minus business block hours, expressed as a 0-1 percentage.

Utilization %

Percentage of scheduled hours that were booked with appointments. Calculated as hours booked divided by hours scheduled.

Metric

Definition

Value

Monetary value associated with the loyalty points added or redeemed during this activity.

Voucher (Sales Summary dashboard)

The amount paid using vouchers in the period, shown as a breakdown of Total collected by payment method.

Voucher Adjustment

The dollar adjustment applied to the sale amount because of voucher usage (difference between list price and voucher value). Negative values reduce the sale amount; positive values increase it. Used in commissionable-amount calculations.

Voucher count

The number of active, unredeemed vouchers included in the current grouping as of the selected date.

Voucher exchange value

The business-set cash exchange value in dollars for a voucher exchange transaction on this sale line item. Only populated when the Voucher Exchange is true.

Voucher expiration date

The calendar date when the voucher expired.

Voucher ID

Unique identifier for the voucher record.

Voucher price adjustment

The difference between the service list price and the voucher’s value. This may be positive or negative and represents how the voucher adjusts the transaction.

Voucher Redemption Type

Indicates how the voucher was applied to the sale. One of: Redemption , Exchange.

Voucher rewards

The total value of vouchers rewarded to the referred client.

Voucher service count

The total number of completed services associated with the voucher redemption aggregated by the chosen grouping, duration, and filters.

Voucher source

Source that generated the voucher.Possible values include: membership,package, promotion.

Voucher Source Name

Name of the originating source from which the voucher was issued. Example: package, membership, promotion.

Voucher Source Type

Type of voucher source. One of: Package, Membership, Promotion, Manual.

Voucher value

The total deferred revenue value of the vouchers. Each voucher’s value is derived from the purchase value (typically package or membership price divided by included vouchers).

Metric

Definition

Waitlist ID

Unique identifier for the waitlist entry.

Was Product Discounted

Flag indicating whether a discount was applied to the product (true = discounted).

Working hours

The total hours staff were scheduled to work during the period, inside their shifts. This includes any time blocked off within a shift.

Metric

Generic Definition

Reports With a Different Meaning

★ Activity Date

The calendar date on which a liability/loyalty activity event occurred (a grant, redemption, or adjustment). This is the field from your own example — it exists on every liability-activity report but points at a different underlying event date depending on which liability it's tracking; see variants.

Account credit activity; Voucher activity; Client loyalty activity; Gift card activity

★ Activity Type

The kind of ledger event this activity record represents (e.g., a value being granted vs. redeemed). The specific value set is liability-type specific — see variants.

Client loyalty activity; Account credit activity; Gift card activity; Voucher activity

★ Client Type

Whether the client is classified as new or returning at the relevant point in time. Most reports scope this to the client's history with the business; a small number of reports scope it to the client's history with a specific staff member instead — see variants.

Most reports (Appointments, Appointment line items, Client Sales, Daily summary, Order line items, Service sales); Client retention; Staff client retention

★ Date

A generic calendar-date field whose underlying meaning is report-specific — see variants. Not to be confused with the standardized 'Order Date' or 'Activity Date' fields used elsewhere.

Staff membership retention; Staff performance

★ Date Range

The reporting period selected by the user. What underlying date field this range is actually applied against varies by report/dashboard — see variants.

Client retention; Membership event summary; Voucher summary; Business summary (dashboard); Sales Summary (dashboard)

★ Gratuity

Tip amount collected. Whether this is shown gross (before refunds) or net (after refunds) varies by report — see variants. Distinct from 'Total Collected', which includes gratuity as one component.

Client Sales, Operator sales; Daily summary, Staff performance; Referral performance; Sales Summary (dashboard)

★ Hours Blocked

Duration of blocked/unavailable staff time, in hours. Granularity differs by report — see variants.

Daily summary; Time block entries

★ Net Amount

By design, 'Net Amount' has two tiers of meaning in OMNI (see the Sales Metrics Reform notes): an ITEM-level measure (sale amount for a specific line item/category, after discounts and refunds, excluding tax/gratuity), and a BUSINESS-level measure (the Business summary dashboard's total across everything sold). Always confirm which tier a given report/field uses.

Client Sales, Daily summary, Operator sales, Staff performance (item-level); Order line items (item-level); Business summary (business-level)

★ Order Date

The date associated with the order. In most reports this is the order's CLOSE date; a small number of reports (Disputes) use the order's CREATE date instead — see variants. This is the exact ambiguity flagged in the glossary's introductory note.

Most reports (Client Sales, Daily summary, Order line items, Service sales, Package sales, Retail sales, Supplier sales, Staff retail/service sales, etc.); Disputes activity, Disputes summary; Membership sales; Campaign Billing; Commission line items / Commission summary

★ Returning client count

Count of clients classified as returning, but the comparison baseline differs by report — see variants.

Referral performance; Daily summary; Operator sales; Staff performance

★ Total Collected

Cash-basis figure representing what the client actually paid. Scope varies significantly by report — see variants. Distinct from Net Amount, which is a pre-collection sales figure.

Client Sales, Daily summary, Operator sales, Staff performance; Order line items; Sales Summary (dashboard)

★ Transaction Amount

A signed dollar amount tied to a transaction-level event; what kind of transaction and sign convention depends entirely on the report — see variants. Treat this as three unrelated fields that happen to share a name, not one metric.

Account credit activity; Gift card activity; Order payments