Build your own report

Build a report in five steps

Open Reports and choose New report. You can also open a ready-made report and choose Open in the builder to start from it.

1. What to count. In Start from, pick the data: for example Bookings, Classes, Private sessions, Orders, Order lines, Payments, Refunds, Members, Passes and memberships, Credit movements, Promo code uses, Waitlist, Event tickets, Room use or Teaching. Changing this later clears the other steps.
2. Columns. Under Columns to show, search with Find a field and add the columns in the order you want. Related fields are offered too, such as the member’s language or the class’s teacher.
3. Filters. Under Only rows where, choose Add a filter, then a field, a condition (such as is, contains, is between or is in the last (days)) and a value. Every filter must match. Use Add an either-or group when at least one of several conditions should match.
4. Group and measure. In Group rows by, choose a First group and, if you like, Then by (optional). Dates can be grouped per Day, Week (from Monday), Month, Quarter or Year. Under Measures, choose Add a measure, for example Number of rows, Total, Average or Percent of total.
5. Sort and preview. Choose Sort by, then Show preview. The preview shows the first 100 rows for the period.

The period is chosen on the report itself, not in the builder.

Save and share

Choose Save, give it a Name and, if you like, a description. Pick the Period it opens with, and under Who can see it choose:

• Only me: nobody else sees it.
• Shared with the studio: everyone allowed to run this kind of report can open and duplicate it. Each person sees only the rows they are allowed to see.

Tick Pin to Today after saving to show it as a tile on Today. Only the person who made a shared report, the owner and admins can change it. Others can use Duplicate.

Note: Health notes, private notes and the addresses of private sessions are never offered as fields. Teachers can build reports only on bookings, classes and private sessions, for their own classes, and never see members’ contact details.

On a smaller plan

On Starter you can run the ready-made reports and the reports saved before, rename and share them, but creating, duplicating or changing what a report shows needs Growth. On Free, reports do not run, but Today and any tiles pinned before keep showing. Exports made before stay downloadable.

If a report is too large

Choose a shorter period, add a filter, or group the rows (by month, by teacher) so there are fewer of them. Results export as CSV like the ready-made reports.