Reporting Overview
Ian Livingston avatar
Written by Ian Livingston
Updated over a week ago

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.

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