MR000: Client Account Activity

The MR000 displays clients who had account activity within the date range, with the ability to display all clients who have a balance due or credits owed on their account.

Note: Online Booking deposits are broken out into their own lines when Show Transaction Details is enabled. When it is not enabled, Online Booking deposits are lumped into the totals.

Report definitions

Click here for details on each of the fields that appear in Account Activity within a Date Range.Click here for details on each of the fields that appear in Account Activity within a Date Range.

If Show Transaction Details is enabled in report setup:

  • Client: The client whose account received the activity.
  • Transaction #: The Transaction Editor number of the transaction that had account activity.
  • Date/Time: The date and time that the transaction occurred.
  • Payments: Payment amounts made on the client's account during the date range.
  • Charges: Amounts charged to the client's account during the date range.
  • Current Acct. Balance: The client's current account balance at the date and time the report was run.
  • Future Appt.: Lists the client's nearest future appointment, if any.

If Show Transaction Details is not enabled in report setup:

  • Total Charges in Date Range: Total amount of all charges for all clients in the date range.
  • Total Payments in Date Range: Total amount of all payments for all clients in the date range.
  • Client: The client whose account received the activity.
  • Total Charges: Total amount of charges on the client's account during the date range.
  • Total Payments: Total amount of payments made on the client's account during the date range.
  • Future Appt.: Lists the client's nearest future appointment, if any.
  • Current Balance: The client's current account balance at the date and time the report was run.

Click here for details on each of the fields that appear in Clients with an Existing Balance.Click here for details on each of the fields that appear in Clients with an Existing Balance.

  • Total Balance Due: Total combined amount owed to your business by all clients.
  • Total Credit Owed: Total combined amount of account credits for all clients.
  • Client: The client whose account has a balance or credit.
  • Phone Number (displays if Show Phone Number is enabled in report setup): Lists all phone numbers on the client's profile.
  • Account Balance: The total amount owed to your business (if Include Clients with Balances Due is enabled in report setup) or total amount credited to the client (if Include Clients with Credit Owed is enabled in report setup). Credits are displayed as (Italics in parenthesis).
  • Future Appt.: Lists the client's nearest future appointment, if any.

Setting up the MR000 report

  1. Type MR000 in the Convobar, or go to Meevo > Reports > Liabilities, and then select the MR000 report.
  2. Display: Select whether you want to see Account Activity within a Date Range or Clients with an Existing Balance.
  • Account Activity within a Date Range: This output includes clients who have had any account activity (charges to account or payments added to account) within the date range. Clients who did not have any activity during the date range will not display, regardless of their account balance.
  • Clients with an Existing Balance: This output includes any client who has a balance or credit on their account.

Setting up the report for Account Activity within a Date Range

  1. Select a date or date range:
  • To run a report for a specific range, select Custom and specify the Start Date and End Date for the report.
  • Otherwise, select a specific date (Today, Yesterday, This Week, Last Week, etc.).

Note: If you select a date other than Custom, you can still modify the Start Date and End Date as needed. Doing so changes the selection back to Custom.

  1. Show Transaction Details: Includes the Transaction # and Date/Time of the transaction.
  2. All Clients: If you deselect All Clients, use the list to select which clients to include in the report.

Setting up the report for Clients with an Existing Balance

  1. Include Clients with Balances Due: Includes clients who have a balance on their account.
  2. Include Clients with Credit Owed: Includes clients who have credit on their account.
  3. Display Phone Numbers: When selected, all phone numbers on the client's profile will be displayed in the report.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.