The legacy MoeGo reporting system offers a comprehensive set of reports covering appointments, sales, clients & pets, employees, and retail.
These reports provide detailed insights into appointment schedules, sales performance, employee payroll, and product sales data—helping businesses track key operational metrics and streamline daily management.
Navigate to Legacy Reports
🖥️ Desktop:
On the desktop version, go to "Reports" under "Insights" in the side menu. This will take you to the legacy reports section.
Click the "Reports" tab in the top navigation bar.
From the side menu, select the specifc section tab to view all the related reports.
📱App:
In the app, select "Insights" from the left-hand menu.
Tap "Old Insights" in the top-right corner to switch to the old report dashboard.
If you see "New insights" in the top-right corner, it means you are already on the old report dashboard.
Tap "Reports" to navigate to the full list of reports. You can click on each section, such as "Appointment", to expand and view the related reports.
Favorite Report
You can mark frequently used reports by clicking the star icon next to each report. Marked reports will appear in the "Favorites" section for quicker and easier access.
Access Report
Select the specific report type (e.g., Appointment).
Choose the desired date range.
Click the "Run Report" button to generate the data.
Scroll horizontally to view additional columns in the report.
Appointment Report Section
Appointment schedules
Displays a list of all appointments scheduled within the selected date range.
Metrics include:
Client information
Appointment Date
Service Item
Total Price
Pet name and breed
Ticket comments
Alert notes
Payment status
Appointment creation date
Staff member who scheduled the appointment
Unpaid Appointment
Displays a list of appointments that have a "Finished" status but remain unpaid.
Metrics include:
Booking ID
Appointment date & time
Create by
Client information
Expected revenue
Collected revenue
Payment
Unpaid balance
Refund amount (if applicable)
Cancelled Appointments
Displays a list of appointments that were cancelled.
Metrics include:
Booking ID
Client information
Appointment date & time
Created date
Cancelled date
Cancelled by (staff name)
Cancellation reason
No-Show Appointments
Displays a list of appointments marked as no-show.
Metrics include:
Booking ID
Client information
Appointment date & time
Created date
No-show marked date
Marked by (staff name)
No-show fee amount
No-show reason
Waiting List Appointments
Displays a list of appointments added to the waiting list.
Metrics include:
Client information
Requested date, service, and staff preference
Related appointment (if applicable)
Valid until date
Payment status
Created date
Created by (staff name)
Appointment by Staff
Displays a list of appointments grouped and sorted by staff member.
Client & Pet Report Section
Recurring client report
Displays a list of clients who have recurring appointments scheduled within the selected date range.
Pet list
Displays a comprehensive list of all pets, including detailed information such as birthday, veterinarian, health issues, and more.
Pets with expired vaccinations
Displays a list of pets whose vaccinations have expired within the selected date range.
If no date range is selected, the report will show all pets with expired vaccinations.
Number of Pets by Breed
Displays the total number of pets grouped by breed.
Number of Pets by Pet Code
Displays the total number of pets grouped by pet code.
Employees Report Section
Employee full report
Displays a comprehensive summary of employee performance and compensation data for the selected date range.
Metrics include:
Total payroll
Total pets serviced
Total appointments
Collected revenue
Unpaid revenue
Total payments
Commission rate
Commission base
Assigned Tips
Service commission
Total service time (hours)
Average service time per pet (minutes)
Number of clients serviced
Number of pets serviced
Employee payroll report
Displays a detailed list of appointments grouped by staff, along with employee performance metrics for the selected date range.
Metrics include:
Appointment date & time
Service name
Client name
Collected revenue
Payment method
Service details
Total payroll
Total tax
Total discount
Commission earned
Clock in/out Report
Displays a list of clock-in and clock-out working hours for each staff member within the selected date range.
Metrics include:
Total working hours
Hourly rate
Hourly commission
Average hours per day
Tips by employee
Displays the total tip amount received by each staff member within the selected date range.
Sales Report Section
Sales & Appointment Report
Displays all detailed appointment sales, including associated product sales, within the selected date range.
Metrics include:
Appointment date & time
Booking ID
Client information
Ticket comments
Alert notes
Created date & created by
Appointment status
payment status
Payment method
Metrics | Definition |
Expected Revenue | The sum of "Total" field from the invoice.
|
Collected revenue | The sum of "total payment" field from the invoice.
|
Payment | Total payment amount paid by the client.
|
Convenience fee withhold | After charging the client, the processing fee for the transaction is automatically deducted by MoeGo Pay. |
Collected product price | This column displays the total amount collected from product sales within the selected date range. It includes products sold both with appointments and as standalone purchases. |
Unpaid revenue | Unpaid balance on the invoice.
|
Net sale | Service Price after discount.
|
Sales by Employee
Displays detailed appointment sales data for each employee within the selected date range.
Metrics include:
Client & Pet information
Number of pets
Payment
Service name
Expected/collected revenue
Client type (Recurring/Non-recurring Client)
Sales by Service
Displays the total sales amount for each service within the selected date range, helping you analyze service performance and revenue contribution.
Metrics include:
Service/Category name
Expected/Collected Service Price
Net Sale (Service Price after discount)
Number of tickets/clients/pets
Sales by Week/Month/Day of week
Displays total sales trends segmented by week, month, or day of the week within the selected date range.
Metrics include:
Total expected/collected revenue
Expected Revenue - Appointment
Expected Revenue - Package
Expected Revenue - Product
Payment
Net Sale (Service Price after discount)
Number of clients/pets
Discount
Tip
Tax
Sales by Payment Method
Displays the total sales amount categorized by each payment method (e.g., credit card, cash, etc.) within the selected date range.
Metrics include:
Collected revenue
Total Payment
Total Refund
Collected Service/Product price (Display products sold with appointments only)
Collected no-show fee
Payment/Refund of no-show fee
Discount
Tip
Tax
Sales by Client
Displays the total sales amount associated with each client within the selected date range.
Metrics include:
Total expected/collected revenue
Expected Revenue - Appointment
Expected Revenue - Package
Expected Revenue - Product
Payment
Net Sale (Service Price after discount)
Collected service price
Package Usage
Discount
Tip
Tax
Sales by City/Zipcode/Service area and Demographics
Displays total sales segmented by city, zip code, or service area within the selected date range.
Metrics include:
Expected/collected revenue
Avg expected revenue
Total number of appointments/clients
New/Existing client
Payment
Refund
Net Sale (Service Price after discount)
Collected service price
Discount
Tip
Tax
Product Report Section
Product Sales Report
Displays the total sales amount and quantity for each product within the selected date range.
Metrics | Definition |
Quantity sold | The number of products sold within the selected period |
Supplier cost | The supplier price entered for each product |
Total cost | Total cost = Supplier cost * Quantity sold |
Gross sale | Gross sale = Product unit price * quantity - discount
|
Gross Profit | Gross profit = Gross sale - Total cost |
Product by Stock
Displays the current inventory count for each product, providing an overview of available stock levels.
Export the Report Data
To export a specific report, click the "Download" button located in the top-right corner of the page.
Notes: The app version does not support exporting reports. To export payroll or other reports, please use the web version.
Further Reading: