Reporting
By Costa and 1 other2 authors26 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 BirthdaysThis guide explains how to open and download the Customer Birthdays report, which gives you an at-a-glance view of your customers' upcoming 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 instructor
- 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 ReportsThis guide explains how to pull customer information directly from your Customer List, including exporting customer data and viewing your new and inactive customers.
- Reports - Class Attendances/All AttendancesThis guide walks you through the All Attendances report, including how to filter, group and chart your class and appointment attendance data, and how to download it.
- Reports - Instructor Hours and Pay RatesThis guide explains how to use the Instructor Hours and Pay Rates report to see hours taught, class occupancy, no-shows, and earnings for each of your instructors.
- Why does my CSV download open in Safari?This guide explains why CSV files open onscreen in Safari and shows you how to save the file so you can open it in a spreadsheet app such as Excel…
- Reports - Field ChangesThis guide explains how to use the Field Changes report to view a history of updates to customer fields, such as phone number, address, or marketing preference.
- Download Pending and Upcoming PaymentsThis guide explains what pending and upcoming payments are, and how to download them together in a single file from your Billing/Revenue section.
- Reports - Discount CodesThis guide explains how to use the Discount Code Usage report to see which of your discount codes have been redeemed, by which customers, and against which purchases.
- Reports - Customer ReferralsThis guide explains how to use the Customer Referrals report to track your referral programme, filter your referrals, and download the results.
- Reports - MembershipsThis guide explains how to use the Memberships report to track all customer memberships, filter by status and dates, group by plan, and export your results.
- Reports - Store OrdersThis guide explains how to use your Store reports to view and download your store's order history and gift card purchases, including how to filter and export them.
- Reports - Course Session AttendancesThis guide explains how to use the Course Session Attendances report to view, filter, group, chart, and download your course session bookings and no-shows.
- Reports - WaiversThis guide explains how to use the Signed Waivers report to see which customers have signed your waivers, filter the results, and download signed copies.
- Reports - All Classes & AppointmentsThis guide explains how to use the All Events report to view your sessions, filter and group the data, view it as a chart, and download it.
- Reports - All CustomersThis guide explains how to use the All Customers report to view, filter, group, and download your customer data, including the pre-filtered birthdays and account credit views.
- Reports - All Membership HoldsThis guide explains how to use the All Membership Holds report to view your past, current, and upcoming holds, filter and group them, and download the results.
- Reports - All Store Order ItemsThis guide explains how to use the All Store Order Items report to see which products are selling best, filter and group your data, and download the results.
- How to report on the average lifetime value of a customer?This guide explains how to download your invoice data and use a spreadsheet pivot table to work out the average lifetime value of your customers.
- How can I keep track of my customers Penalties and Infractions?This guide explains how to use the Late Cancel and No-Show Penalties report to track customer infractions, and what each penalty status means.
- 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?