In the Reporting section, you can find a number of general & financial reports to help you understand how your business is tracking.
All reports can be easily printed or exported as a PDF or CSV file. Look out for these icons to do this:
Here is a summary of what each report provides:
The Summary Report provides you with a basic breakdown of how many Clients you have under each status, the number of services you have assigned/sold, how many bookings you've made and the value of the payments/expenses you've recorded in the chosen date range.
The Daily Schedule report produces a printable list of the session/class events you have on a particular day. This includes all bookings logged for the day whether it is active, cancelled or Reconciled. Each event includes the description, participant name(s), time, location and the total cost.
The Session/Class Summary report provides you with a summary table and graphs including which Clients, the Cost and Duration for each period. By using the various dropdown filters and inclusion/exclusion options, you can really dive into the specific data you want to display. This report can also be used to calculate how much to pay your trainers based on the events' duration (if you enable the 'Trainer's Rate' option).
The Client List report produces a list of all your clients and their related information (e.g Name, Phone Numbers, Address etc). You can choose which client fields to report on, filter by their Status, and filter by which trainers they're assigned to.
Packages & Memberships
The Packages & Memberships report can be used to find out which clients are on each of your available services. With the range of options you can filter by specific memberships, packages, statuses, trainers or clients. Useful to find out whether any clients' services have expired (or are about to!)
The Attendance report is powerful in that you can analyse your clients' attendance by a number of methods, including analysis by:
- Time of Day
- Day of the Week
- Day and Time
This can be useful to determine patterns around which events or days/times of the week are most popular.
The Payments Recorded report displays your recorded payment transactions, based on the filters you choose. This includes all payments received, whether that be through online payments, manually recorded payments, or payments recorded during the reconcile process.
The Reconciled Earnings report will only show you the earnings which are based on your previously 'reconciled' sessions/classes. If an event hasn't been reconciled yet, it is not included in this report. Find out more about reconciling here.
The Projected Earnings report estimates what your future earnings will be. This includes the cost of any future sessions/classes booked in on your Calendar, as well as upcoming/scheduled membership renewals.
The Expenses report provides a summary of all your business recorded expenses based on the chosen filters.
The Profit report is an income & expense profit/loss report, providing you with a financial summary of what's coming in and out of the business.