MoeGo Insights replaces the old Legacy Report system. If you are used to the old reports, you may notice numbers that look different at first.
This article explains why — what changed in how data is collected, how metrics are defined, and where to find the equivalent of each old report in Insights.
The legacy report remains accessible while you transition.
How the two systems work differently
Area | MoeGo Insights (new) | Legacy report (old) |
Date range limit | No time limitation — query any date range | One year maximum (365 days) |
Data sync | Hourly — up to 2 hours for a transaction to appear | Instant — refreshed on checkout |
Data storage | Historical — records settings and changes at the time they happened. Past data does not change when you update settings today. | Real-time calculator — recalculates everything based on current settings. Changing a price today affects historical figures. |
Multi-location view | All locations in one report with a combined or per-location view | Single location only |
What changed in key metrics
Total collected revenue
| MoeGo Insights | Legacy report |
Formula | Net sales + tips + taxes + collected fees (processing fees by client) | Collected service + add-on + product + service charge + tips + tax − discount − convenience fee |
What's included | All categories: grooming, boarding, daycare, products, packages, memberships, add-ons, service charges, no-show fees | Grooming, products with service sales, add-ons, service charges only. No-show fees and memberships excluded. |
Processing fees by client | Shown separately as Collected fees — not deducted from collected revenue | Deducted from both Expected and Collected revenue figures |
📝 Note: This is the most common reason totals look higher in Insights than in the legacy report. The difference is typically accounted for by no-show revenue + collected fees that were previously excluded or deducted.
Gross sales
| MoeGo Insights | Legacy report |
Scope | All invoice types — services, add-ons, products, packages, memberships, no-show fees — before discounts. Tips and taxes excluded. | Only existed in the product sales report. Calculated as item unit price × quantity − discount. |
Net sales
| MoeGo Insights | Legacy report |
Scope | All sales categories including memberships, packages, retail, no-show fees, and service charges. Gross sales minus discounts and refunds. Tips, taxes, and fees excluded. | Appointments, packages, and products only. Memberships, no-show fees, and service charges not included. |
No-show revenue
| MoeGo Insights | Legacy report |
Included? | Yes — no-show invoices included in both dashboard and all reports | No — sales reports excluded no-show invoices entirely |
Retail (standalone product) sales
| MoeGo Insights | Legacy report |
Included? | Yes — both standalone retail invoices and appointment-linked retail data included | Not included on the dashboard. Sales reports excluded retail-only invoices. |
New client definition
| MoeGo Insights | Legacy report |
Definition | A client with 1 upcoming or 1 finished appointment | A client who has appointments in the date range AND was created after the start date |
This is one of the most common causes of "new client" number differences between the two systems.
Mapping Data Between Old and New Reports
For sales involving appointment services only, here’s how some metrics in the revamped (beta) report align with the legacy version:
Revamped Report Metric | Old Report Equivalent |
Gross Sale | Expected service price + Expected service charge |
Net Sale | Collected service price + Collected service charge |
Total Collected | Collected Revenue |
Unpaid Invoice | Expected Revenue - Collected Revenue |
⚠️ Important Notes:
Data discrepancies may exist between the old and new reports due to differences in calculation logic.
The old report does not include metrics for membership, packages, retail, or client processing fees.
For Boarding appointments, the old report displays the full amount on the appointment start date, while the new report splits the revenue across each night of the stay.
Where to find your old reports in Insights
You can tailor your report views using the tabs, Group By, and Filter options described earlier.
These tools allow you to easily drill down into specific data points based on your business needs.
Examples:
In the Sales Summary Report, use Group By: Assigned Staff to view sales by employee.
Apply the Assigned Staff filter to isolate results for a particular staff member.
Mapping: Existing Reports vs. Revamped Reports
Old report | New report in Insights | How to match it |
Sales and Appointment Report | Sales Invoice Report | Use as-is |
Sales by employee | Sales Summary Report | Group by: Assigned staff |
Sales by services | Sales Summary Report | Group by: Service |
Sales by payment method | Sales Summary Report | Group by: Payment method |
Sales by week | Sales Summary Report | Group by: Sale datetime (Week) |
Sales by month | Sales Summary Report | Group by: Sale datetime (Month) |
Sales by client | Sales Summary Report | Group by: Client name |
Sales by city / zipcode / van | Sales Summary Report | Group by: City / Zipcode / Van |
Product sales report | Sales Summary Report | Group by: Product |
Transaction history | Payment Transaction Report | Use as-is |
Collected revenue / Payment method overview | Payment Summary Report | Group by: Payment method |
Employee payroll report | Sales Invoice Report | Filter by: Assigned staff |
Employee full report | Staff Performance Report | Use as-is |
Tips by employee | Staff Performance Report | Use the Total tips column |
Appointment schedules | Appointment List Report | Use as-is |
Unpaid appointments | Appointment List Report | Filter: Payment status = Unpaid |
Cancelled appointments | Appointment List Report | Filter: Appointment status = Cancelled |
No-show appointments | Appointment List Report | Filter: Appointment status = No-show |
Number of pets by breed | Client & Pet Summary Report | Group by: Pet breed |
Number of pets by pet code | Client & Pet Summary Report | Group by: Pet code |
Reports not yet available in Insights
A small number of old reports do not have a direct equivalent in Insights yet:
Sales by day of the week
Product by stock
Clock in/out report
Waitlist appointments
Pet list / Pets with expired vaccinations
Recurring client report
These are known requests the product team is working on. The legacy report will remain accessible until all reporting and metrics have been fully migrated to Insights.
How to reconcile numbers between the two systems
If you are comparing a figure from the legacy report to the same figure in Insights and they don't match, work through this checklist:
Check the date basis. The legacy report uses appointment date; Insights has separate transaction date and sale date reports. Make sure you are comparing the same date field.
Check the business scope. The legacy report shows one location at a time. In Insights, make sure you have filtered to the same single location.
Check what categories are included. Insights includes no-show fees, standalone retail, and memberships by default. The legacy report excluded these. Filter them out in Insights if you want a like-for-like comparison.
Check the processing fee treatment. The legacy report deducted processing fees by client from revenue totals. Insights shows them separately as Collected fees. Add the Collected fees column back into your legacy total to reconcile.
Check the data sync window. Insights data can be up to 2 hours behind. If you are comparing very recent transactions, wait for the next sync cycle.