Reporting
By Angel and 1 other2 authors29 articles
Searching for new customersThis guide explains how to filter and export your customer list to find customers with a New status, using either the customer list filter or a CSV/Excel export.
An Overview of ReportingThis guide covers how to navigate and use the Reports section in your account, including how to filter, display, group, and download your data, along with a complete list of…
Reports - Customer Birthdays
Who's Missing? Who's Not Showing Up?This guide explains how to use the All Attendances report to identify at-risk customers, track no-shows, review membership usage, and reward your most active attendees.
How to determine revenue per class type or per instructorThis guide helps customers accurately determine the monetary value of their classes by exporting attendance data and assigning a per-class price based on memberships and drop-ins.
Average customer lifespanThis guide explains how to calculate the average customer lifespan using either the Customer report or the Customer Memberships report, depending on which start date you want to use.
The Activity FeedThis guide explains how to use the Activity Feed to monitor customer activity, including registrations, membership purchases, notifications, and more, all in one place.
Other Customer Reports
Reports - Class Attendances/All AttendancesThis guide looks into the how you can create a report of all your customers attendances, and how you can create a report for specific event attendances
Reports - Instructor Hours and Pay Rates
Why does my CSV download open in Safari?
Reports - Field Changes
Download Pending and Upcoming Payments
Reports - Discount Codes
Reports - Customer Referrals
Reports - MembershipsIn this guide, we walk through the Memberships report, how to find it, filter by status and dates, group by plan, and export results, so you can track their statuses,…
Reports - Store Orders
Reports - Slipping Away
Reports - Course Session Attendances
Reports - Waivers
Reports - All Classes & AppointmentsHow do I run a report for a class or appointment? How do I run a report for class or appointment sessions?
Reports - All Customers
Reports - All Membership HoldsIs there a report where I can find all my past, present, and future membership holds?
How many memberships were purchased during a certain time period?
How many memberships were cancelled during a certain time period?
Reports - All Store Order Items
How to report on the average lifetime value of a customer?
How can I keep track of my customers Penalties and Infractions?This is how you can keep an eye on your customers infractions, and make changes or reset the penalty counter if you choose to.
How can I see which customers have never registered for a session?How can you find a list of customers who have signed up with your business, but have never registered for a class, appointment, or course?