MoeGo Insights - Transition To Revamped Report

We have extended the existing report module with easier navigation, enriched metrics, and customizable displays! You can gain deeper business insights and make data-driven decisions to enhance your operation!

In this video, we’ll give you a quick tour of the Insights section, including the dashboard and the reports, and show you some of the new features specifically designed for the pet care business.

To learn more about the advanced features on each sections, please visit:

MoeGo Insights - Revamped Dashboard with Comprehensive Overview
💡This page highlights advanced reporting features and explains the essential metrics available in the Overview section, helping you make informed, data-driven decisions to enhance your business’s performance. The Revamped Dashboard is a powerful tool to help you monitor and improve your operations. We have extended the existing report module
MoeGo Insights - Revamped Report List
💡We’ve enhanced the existing reporting module with improved navigation, enriched metrics, and customizable display options—making it easier than ever to uncover deeper business insights and make data-driven decisions to optimize your operations. All detailed reports are available across all plan tiers! In this video, you’ll get a quick

You can also use this guide to smoothly switch to a revamped report and map the data while transitioning over. In this guide, we’ll cover: 

Mapping Reports: Understanding the New vs. Old Reports

Explore Report Customization

You can tailor your report views using the tabsGroup 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

Area of Focus

New Report (Revamped)

Old Report (Existing)

Detailed breakdown of each sale

Sales Invoice Report

Sales and Appointment Report

Tips by Employee

Detailed view of employee compensation

Payroll Report

Employee Payroll Report

Summary of sales quantities and values using advanced filters/groups

Sales Summary Report

  • Sales by Employee

  • Sales by Services

  • Sales by Payment Methods

  • Sales by Week

  • Sales by Month

  • Sales by Client

  • Sales by Day of the Week

  • Sales by City and Demographics

  • Sales by Zip Code and Demographics

  • Sales by Service Area and Demographics

  • Product by Stock

  • Product Sales Report

Filtered appointment list by status or conditions

Appointment List Report

  • Appointment Schedules

  • Unpaid Appointments

  • Cancelled Appointments

  • No-Show Appointments

  • Waitlist Appointments

  • Appointments by Staff

  • Unclosed Appointments

Appointment activity and client/pet engagement

Appointment Summary Report

  • Total Appointments

  • Total Clients

  • Total Pets

  • Booking Capacity

Detailed view of each payment transaction

Payment Transaction Report

Transaction History Report

Summary of all payments received

Payment Summary Report

  • Collected Revenue

  • Payment Method Overview

Team or location-based business performance overview

Staff Performance Report

Employee Full Report

Client & pet behavior insights

Client & Pet Summary

  • Pet List

  • Pets with Expired Vaccinations

  • Number of Pets by Breed

  • Number of Pets by Pet Codes

  • Recurring Client Report

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 membershippackagesretail, 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.

Frequently Asked Questions

Q: Why the data was not updated real time?

A: With the new dashboards and reports, MoeGo introduces a lot of analytical metrics like rebook rate, and average earnings per breed. We need additional time and validation steps to generate these metrics so that the dashboard and report data are refreshed hourly. You’ll be able to view the last updated time of the dashboard on the top right corner of the dashboard for reference.

Q: Will I still have access to the existing report?

A: Yes, the existing report will be available until we migrate all related reporting and metrics to the new one.

Q: How to update staff access to the revamped report?

A: Go to Settings > Staff > Role settings > Access to report.

Q: Is there an additional charge for the Revamped Report?

A: No! The Revamped Report is available to all plan users and you will gain full access to supporting data. But certain advanced features or graphs are exclusive to the ultimate user, such as MoeGo Insignts, sales dashboard, etc.


The MoeGo support team is available 24/7 online to help if you have any questions!