Use the ready-made reports and export them

The reports

Open Reports and look under Ready-made reports:

• Sales: Sales summary (paid, refunded and net, with unpaid kept apart), Sales by product, Sales by payment method, Unpaid and pending, Refunds and Promo code performance.
• Classes and attendance: Attendance and occupancy, Cancellations and no-shows, Waitlist demand, Room usage and Teacher report.
• Members: Members (new, active, lapsed and first-visit conversion), Memberships (active, new, cancelled, paused, past due, monthly recurring revenue and churn), Passes and credits (sold, used, expired and outstanding) and Birthdays.
• Private sessions: requests, approvals, declines, completed sessions and revenue.

Ready-made reports start on the Starter plan. Below Starter, Reports in the menu shows a small lock and opens a short page that explains them; the Today page stays on every plan.

Read a report

1. Select a report.
2. In Period, choose Today, This week, Last 7 days, Last 30 days, Last 90 days, This month, Last month, This year, Last year or Custom dates.
3. In Show as, choose Table or Chart. Where offered, use Group by and Per to break the rows down, for example per month.

Dates follow your studio’s time zone. Up to 1,000 rows show on screen.

Pin it to Today

Choose Pin to Today on any ready-made report to see it as a tile on the Today page, with the period, Group by and Per on screen. Pinning is Starter and up. The article on the Today page has the steps.

Export as CSV

1. Choose Export CSV.
2. Pick the Separator: Comma for Excel in English, Google Sheets and Numbers, or Semicolon for Excel in Portuguese (Brazil).
3. Choose Download.

Accents open correctly, dates are in year-month-day form with a time zone column, and money is a number with a currency column. Exports can hold up to 100,000 rows. Large ones are prepared in the background and you get an e-mail with a link that works for 7 days.

Change a report

Choose Save a copy to keep it with your own name and period, or Open in the builder to change its columns, filters or groups. Both start on the Growth plan, because a copy is a report of your own. On Starter, saved reports made before still open and can be renamed or shared.

Who can see reports

The owner and admins see every report. Front desk staff need the Reports permission, which only the owner gives on the Staff page. Teachers can run the teacher, attendance and private session reports for their own classes only. Every export is recorded.

Note: Health notes and private staff notes never appear in any report.