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How can I filter my reports?
How can I filter my reports?
Lauren Everett avatar
Written by Lauren Everett
Updated over 2 years ago

Each report has a variety of filtering options for you to narrow down your data. Depending on your report all or some of the following options will be available

  • Filter Results Search box - use to find a specific record in the report

  • Studio filter - Gives the option to see all studios or each individual studio

  • Room - Filter by room with the option to see all or individually.

  • Series - only shows results under the select series

  • Class Type - Multi-select field to pick one or multiple class types

  • Instructor - Multi-select field to pick one or multiple instructors

  • Tag - Use a report to further filter a customer report tag previously created.

  • Date Range - Only shows information pertaining to the selected range.

  • Time Range - Only shows information pertaining to the selected range.

  • Cutoff Time - Reports can be configured with a cutoff time to be useful when reconciling payment processor deposits.

Include/Exclude Options

Many reports have options to include or exclude data.

  • No Shows - some class reports have the option to remove no shows from the reporting.

  • Comps - many financial reports give the option to include/exclude comps as these do not generate revenue.

Modes

Modes show contrasting views like Active and Expired

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