Reports explained: what each report shows and when to use it

All reports live under the Reports menu. Alongside the reports there’s a Dashboard (an at-a-glance summary) and Exports (bulk data exports — see the end of this article).

Exports (bulk data exports)
Reports > Exports

Use Exports to download your data to a spreadsheet. Choose a Type, optionally set a Location (or leave it as All), then click Export. The available types are:

• Members — your member records.
• Finances — financial / transaction data.
• Bookings — class booking data.
• Leads — your leads. 

Attendance

• Overview — overall attendance across the facility.
• Class — attendance broken down by class.
• Member — attendance for an individual member.
• Member Non-Attendance — members who haven’t attended in a chosen period. Includes a Send Comm action to message those members directly — a simple win-back/retention tool.
• Trainer — sessions/attendance by trainer.
• Debtors — members with outstanding balances. Includes a Send Comm action to message debtors directly — useful for collections.
• Discounts — discounts applied.
• Package Revenue — revenue by package.
• Payment Types — a breakdown of payments by method.
• Store Sales — sales from the Store.
• Personal Bests — members’ personal-best results.
• Members — your member records.
• Finances — financial / transaction data.
• Bookings — class booking data.

Finance

• Debtors — members with outstanding balances. Includes a Send Comm action to message debtors directly — useful for collections.
• Discounts — discounts applied.
• Package Revenue — revenue by package.
• Payment Types — a breakdown of payments by method.
• Store Sales — sales from the Store.
• Personal Bests — members’ personal-best results.

Exercises

• Personal Bests — members’ personal-best results.