OPTIONS AND FILTERS
Below are ways our reports can be manipulated by the user to display or export the data they want.
Save Actions
Many reports have actions that allow the user to save the data for use later.
Export - these reports can be downloaded. Most as CSV files, some as XLS files with multiple sheets.
Tag - these customer reports allow you to tag the report which saves the report within zingfit to either download as an export or to upload directly to MailChimp. Report Tags can also be used in other reports, making them a powerful tool for creating focused customer lists. Learn more here: Report Tags
Filter By Options
Most reports have options to sort the information.
Records Per Page
Search box
Studio - sometimes with the option to see all or individually.
Room - many attendance reports can be filtered by room sometimes with the option to see all or individually.
Series - only shows results under the select series (these are usually multi-select).
Class Type - usually multi-select
Instructor - usually multi-select
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 - these financial 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
REPORTS OF NOTE
Customer Retention - Highly detailed customer data on retention rates by an array of classifiers. Exportable and Taggable.
Reward Campaigns - Highly filterable view of customers who have participated in reward campaigns. Exportable and Taggable.
Sales by Payment Type and Sales Export - Highly detailed and exportable.
Attendance with Revenue - Can be used to understand the revenue generation of certain classes, instructors, etc. by date range.
No Shows - This is where the user manages studio no-shows and can process fee transactions directly from this report.
Daily Sales and Daily Transactions - Useful for day-to-day monitoring and management of daily transactions.
Contracts - View and Tag active and recently expired Contracts. Failed billing Transactions are managed here.
CUSTOMER REPORTS
Outstanding Debts
Customers with outstanding debits on House Accounts that need paid down.
Outstanding Credits
Customers that have store credit on their accounts.
Non-Returning Customers
Customers who have only made one series purchase.
Filter By Series, and Date Range
Include/Exclude Comps
Export
Tag
Customer Retention
For understanding trends of customer retention both for new customers and returning customers.
Filter by Studio and/or Tag.
First Time: Customer’s first class was within the date range.
First Time Retained: Customer’s first class was within the date range and they took a class after the date range.
First Time Not Retained: First Timers who did not come back after the date range.
Repeat: Customers who have taken a class before the date range as well as within the date range.
Repeat Retained: Repeat customers who took class after the date range.
Repeat Not Retained: Repeat customers who did not take a class after the date range.
Total: Total Enrollment for the date range.
Total Retained: ‘Total’ customers who took class after the date range.
Export XLS (Contains a sheet for each customer group above.
Tag (each customer group).
Customers By Zip
The number of customers by Zip/Post Code.
Sortable Columns
Searchable
Customer Referrer Summary
Lists the number of Customers by Referrer (How Did you Hear from Us?)
Filter by Date Range
Drill Down Referrer For Tagging and Export.
Unused Accounts
Customers that have never purchased or been given a series.
Export
Inactive Accounts
Customers that do not currently have an active package.
Filter By Tag
Comp Toggle
Export
Tag
Report Tags
Management of created Tags
Delete
Export
Upload to MailChimp (requires MailChimp integration).
Duplicates
Manage and Merge duplicate accounts by Billing Address, Phone Number, or name.
Not searchable
Export
Reward Campaigns
Lists all Reward Campaigns by name, with the option to view customers who have either been rewarded or have progress on the campaign.
Filter by All, Rewarded, Not Rewarded, Excluded (non-qualifying instances based on the trigger, Current Value Range (current progress).
Export
Tag
CLASS REPORTS
Attendance Summary
The summary report shows attendance values (enrollment status, capacity, revenue, etc) by day without the means to drill down further.
Filter by Room, Class Type, Series, Instructor, Date Range, and Time Range.
Export
Repeat Trend
Lists values on customer repeat attendance within Date Range.
Filter by Studio, Tag, Date Range.
First Time Repeated: New Customers who have come back for a second class.
Returning Repeated: When a customer has come back for a second class.
First Timers 1 time: New customers who have only attended one class (so far) in that date range.
Returning 1 Time: When a customer has come back for just one other class during the date range.
Total 1 Time: Customers who have taken only 1 class in the date range
Total Attendance: Total attendance in a date range.
Total Unique: Total number of unique repeats within that date range.
Repeat Average: Average repeat attendance for all customers in a date range. This is calculated as the difference between Total Attendance and Total Unique.
Option to Exclude Comps (to see paying customers only).
Not Exportable
Does not expose customer information.
Attendance with Revenue
Lists detailed information on the revenue generated by customers by class
Filter by Room, Class Type, Series, Instructor, Tag, Promotion, Date Range, Time Range.
Export
The ‘Estimated Per Class’ setting when configuring unlimited series or contracts is very important for attendance based revenue reporting.
Instructor Attendance Summary
A summary report that shows attendance values (enrollment status, capacity, revenue, etc) by instructor
Filter by Room, Class Type, and Date Range.
Export
Attendance by Timeslot
Average attendance per class based on the day of the week over last year
Filter by Studio, Age Range, Series, Instructor, Tag, and Date Range.
Compares last year’s average to current year’s average.
Attendance By Customer
Shows Customer Rank, Classes Taken and Earned Revenue by customer
Filter by Studio, Series, Class Type, Instructor, and Date Range.
Columns are sortable
Attendance By Month
Month-based calendar view showing attendance by class.
Filter by Room, Class-Type, Instructor, and Time Range.
Attendance by Zip
Summary report of attendance by location (ZIP Code/Postal Code).
Filter by Studio, Date Range
Searchable
Attendance Export
Detailed data export of attendance by Studio and Date Range.
No Shows
For viewing and managing No Show instances and the processing of No Show fee charges through the payment processor.
Filter by Studio, Date Range, Series, Export.
Fee Select, Card Select.
Late Cancel Tag for fee identification.
Gateway selector
Non-Revenue Summary
Summary Report of Attendance effectively on ‘comp’ or by a 3rd party Payer.
Filter by Room, and Date Range.
Not Exportable
Ratings
Lists class ratings by Class date, Instructor, Rating, and Comment.
Tag
Export
SALES REPORTS
Daily Sales
Lists sales by Customer, Product, and Total.
Filter by Studio, and Date Range
Daily Transactions
Detailed look-up tool for all transactions
Filter by Studio, and Date Range
Sales By Payment Type
Detailed Financial Report on all transactions categorized by payment type.
Filter by Studio, Customer Prefered Studio, Date Range, and Cutoff Time.
Income Mode - Toggle Non-income transactions.
Export
Series Summary
Detailed Financial Report on all Series and Contract purchases respectively.
Filter by Group, Tag, Preferred Studio, Date Range, and Cutoff Time.
Export
Tag
Merchandise Summary
Detailed Financial Report on all non-series sales by Category then Variants.
Filter by Group, Tag, Preferred Studio, Date Range, and Cutoff Time.
Export
Tag
Items By Payment Type
Summary version of the Merchandise Summary data.
Filter by Group, Tag, Preferred Studio, Date Range, and Cutoff Time.
Export
Tag
Earned Series Revenue
Detailed Financial Report of revenue earned from enrollment and series expiration based on Date Range.
Filter by Date Range
Tag
Promotions Redeemed
Detailed Customer report on Promotions redeemed by Date Range.
Filter by Promotion, and Date Range
Export
Tag
Searchable
Sales Export
Detailed Financial Export of all transactions by Date Range, and Cutoff Time.
1 Month Max. Range
Sales By Customer
Detailed Customer Report on all transactions by Date range
Filter by Date Range, Series, Tag, Group, Gender, First Visit, Amount Spent.
Export
Tag
SERIES REPORTS
Remaining Package Value
Detailed Financial Report of all class credits left in the package before the cut off date.
Classes that are after the cutoff date are excluded.
Comps are excluded.
The value of unlimited is calculated as a ratio of days that the package has been active over the total days to expire of the package.
Inactive Series
Unused Package in Last 2 Weeks
Filter by Time Range
Export
Export All Open Series
Detailed Export of all currently Active Series
Contracts
A detailed report of all customers with Active Contracts. Failed billing transactions are managed here with a three-month rolling view.
Mode: Active, Recently Expired
Tag
Series Expiration
Mode: Weeks To Expire, Classes Remaining, Expired
Filter by Series, Tag, and Group
Export
Tag
Search
Unpaid Bookings
Customer report of all customers who are enrolled in classes that extend beyond their current billing cycle renewal date.