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

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.