Reporting allows you to pull a wealth of data on customer attendance, studio revenue, staff pay, and more. Studios and gyms can readily pull reports such as ‘attendance by revenue’ or reports on 'first-time customers."
Reports will include the following features:
Below is the list of reports available and a short description describing each report.
Most commonly used Reports
Name | Description |
Detailed customer data on retention rates by an array of classifiers. | |
Reward Campaigns | Detailed view of customers who have participated in reward campaigns. |
Sales by Payment Type | Groups sales data by payment type such as cash, comp, credit card, etc. |
Sales Export | Compiles all sales data over a time period. |
Attendance with Revenue | Pulls revenue data by certain classes, instructors, etc. in a date range. |
No Shows | Studio no-shows can be viewed and transaction fees can be processed. |
Can pulls the transactions for a single day. Useful for day-to-day monitoring. | |
View and Tag active and recently expired Contracts. Failed billing Transactions are managed here. |
CUSTOMER REPORTS
Name | Description |
Outstanding Debts | Customers with outstanding debts on House Accounts that need to be paid. |
Outstanding Credits | Customers that have store credit on their accounts. |
Non-Returning Customers | Customers who have only made one series purchase. |
Understanding trends of customer retention both for new customers and returning customers. | |
Customers By Zip | Number of customers by Zip/Post Code. |
Customer Referrer Summary | Lists the number of Customers by Referrer (How Did you Hear from Us?) |
Customers that have never purchased or been given a series. | |
Customers that do not currently have an active package. | |
Report Tags | Management of created Tags. |
Manage and Merge duplicate accounts by Billing Address, Phone Number, or name. |
CLASS REPORTS
Name | Descriptions |
Shows attendance values (enrollment status, capacity, revenue, etc) by day. | |
Lists values on customer repeat attendance within Date Range. | |
Attendance with Revenue | Lists detailed information on the revenue generated by customers by class. |
Instructor Attendance Summary | Shows attendance values (enrollment status, capacity, revenue, etc) by the instructor. |
Attendance by Timeslot | Average attendance per class based on the day of the week over the last year. |
Attendance by Customer | Shows Customer Rank, Classes Taken and Earned Revenue by customer. |
Attendance by Month | Month-based calendar view showing attendance by class. |
Attendance by Zip | Summary report of attendance by location (ZIP Code/Postal Code). |
Attendance Export | Detailed data export of attendance by Studio and Date Range. |
Non-revenue Summary | Summary Report of Attendance effectively on ‘comp’ or by a 3rd party Payer. |
Lists class ratings by Class date, Instructor, Rating, and Comment. |
SALES REPORTS
Name | Description |
Daily Sales | Lists sales by Customer, Product, and Total. |
Series Summary | Detailed Financial Report on all Series and Contract purchases respectively. |
Merchandise Summary | Detailed Financial Report on all non-series sales by category then product. |
Items by Payment Type | Summary version of the Merchandise Summary data. |
Financial Report of revenue earned from enrollment and series expiration based on Date Range. | |
Promotions Redeemed | Promotions redeemed by Date Range. |
Sales Export | All transactions by Date Range, and Cutoff Time. |
Sales by customer | All transactions are grouped by customer. |
SERIES REPORTS
Name | Description |
Remaining Package Value | Financial Report of all class credits left in the package before the cut-off date. |
Inactive Series | Unused Package in Last 2 Weeks |
Export All Open Series | Detailed Export of all currently Active Series |
Detailed report of all customers with Active Contracts. Failed billing transactions are managed here with a three-month rolling view. | |
View when and if a series has expired along with how many classes are remaining on a series. | |
Unpaid Booking | rReport of all customers who are enrolled in classes that extend beyond their current billing cycle renewal date. |