MBO: Late Cancel and No Show Revenue Report

This article will guide you through the steps to run a report in MBO to see revenue earned from sessions and how much of it was from Late Cancelations and No Shows

Steps:

  1. Click on the Reports TabScreen Shot 2022-09-15 at 1.20.40 PM

  2. Search attendance in the search barScreen Shot 2022-09-15 at 4.53.10 PM

  3. Select the Attendance with Revenue reportScreen Shot 2022-09-15 at 4.58.43 PM

  4. Dates Section: select the start date and end date to search past visits withinScreen Shot 2022-09-15 at 1.19.35 PM

  5. Filters Section: Select the service categories for the types of visits you want to see in the Service Category dropdown
    1. For TOCA Training: select TOCA Training
    2. For D-BAT Lessons: Select D-BAT LessonsScreen Shot 2022-09-15 at 5.07.05 PM


  6. Options Section: Select the No-shows/late cancels viewScreen Shot 2022-09-15 at 5.09.32 PM

  7. Generate Section: Click Go to run the report. The report will be viewable belowScreen Shot 2022-09-15 at 5.13.49 PM

  8. Select to print this report or export to excel from the options if you want to save it.Screen Shot 2022-09-15 at 5.15.08 PM

NOTE: This will give you the total revenue earned within the date range for No Shows and Cancelations. To compare it to total revenue in that category: change the view to "Service category" and run the report again.