RevSpa | How to create a report

RevSpa | How to create a report

Report types

Reports can be generated within RevSpa and downloaded to view as a spreadsheet.

It is possible to generate the following report types:

  • Order Items - Contains details of individual events/items that customers have bought, and includes details about offers applied to specific events.

  • Finance - Contains details of orders but not specific items/events within them, and includes details of vouchers or promo codes that have been applied. This report also includes details of any refunds made against specific orders.

  • Guest Arrival - Can be used to view which guests are arriving on a given date. It includes details about the guest and which items/events they have purchased.

  • Customer Marketing - Contains contact details for customers who opted in at the checkout to receive special offers and other marketing messages by email. (This is the only report from which guest’s personal details may be used for marketing purposes.)

Generating a report

  1. Using the main navigation menu, click Reports.

  2. You should then see the following screen:

  3. Click on the rounded buttons to select which Report Type you would like to generate.

  4. From here we you able to generate and download a full report or use filters to narrow down the report to view specific order or payment status’, dates and event types (treatments/spa days).

  5. If required, click the Order Status field to select one or multiple filters.

  6. If required, click the Payment Status field to select one or multiple filters.

  7. If required Use the Orders created fields to select a date range.

  8. Select an Event Type from Any, Spa Days or Treatments.

  9. Once ready, click Generate this report, and then Download this report to download a .csv file which can be viewed in Microsoft Excel or an equivalent program.

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