Reports are where you keep track of your business health — sales, team member payouts, Client insights, revenue, registrations, app logins, and occupancy. This is your central source of business metrics, retention numbers, estimated Client values, and tracking Clients on autopay.
Where to find it
From the Admin Website, click the menu icon in the top left corner.
Click Reports.
You'll land on your Dashboard, which includes Favorite Reports, Business Health, Client Retention, Estimated Average Client, Clients on Auto-pay, and Projected Membership Income.
Dashboard reports
Business Health: the success of your business based on check-ins, Class utilization, and sales.
Client Retention: percentage of Clients who returned within 21 days of their first session.
Estimated Average Client: estimated lifetime value of your current clientele based on monthly spending and estimated duration of return visits.
Clients on Autopay: how many Clients are actively on autopay. (Includes frozen Memberships.)
Projected Membership Income: income brought in via Memberships over a 30-day period. Includes autopay and non-autopay Members. Click the down arrow to export a CSV.
To the left is the report menu, organized by category. For reports you use often, click the heart icon to favorite them — they'll appear at the top of your Dashboard for quick access.
Money reports
Account Balance: Clients with active Account Balance in your system.
Bills: customizable report on all bills in your system.
Gift Cards: active Gift Cards in your system.
Revenue: gross sales, net sales, Gift Card sales, discounts, Account Balance issued, refunds, and money in your pocket.
Sales: every sale processed at your studio.
Transactions: individual transactions processed through your system.
Unpaid Bills: Bills report with preset filters for unpaid.
Client reports
All Clients: every Client in your Admin Website. Use the filters to find tagged Client accounts.
App Logins: how often Clients are opening your app.
Emails Sent: emails that have been sent on behalf of your studio.
Fading Clients: Clients who don't have an active pricing option — save them before you lose them.
New Business: Clients new to your studio.
Routine Breakers: Clients who had a regular routine and then broke it.
Registration reports
Checkins: breakdown per Client of how many check-ins they have.
Popularity: which Class, instructor, difficulty, gender, or age is most popular at your studio.
Recurring Class Registrations: who is on a recurring schedule for classes
Recurring One on One Registrations: who is on a recurring schedule for one on one services
Registrations: customizable report on all registrations at your studio.
Unpaid Registrations: Registrations report with preset filters for unpaid.
Payment Options reports
This is where you'll find reports for each item type and the new unified Perks reporting:
Class Packs: customizable report on Class Packs purchased.
Intro Offers: customizable report on Intro Offers purchased.
Memberships: customizable report on Memberships purchased.
One-on-One Packs: customizable report on One-on-One Packs purchased.
Guest Passes: report on Guest Passes in your system, with columns for Client, Sent From, Created, Uses, Starts, and Expires.
Perks: every Perk in your system across packs, Intro Offers, and Memberships in one itemized list. Columns include From Item, Client, Type, Uses, Starts, and Expires. Click View Perk on any row to open the Perk detail modal and edit uses, start date, or expiration.
Business reports
Intro Offer Funnel: conversions from Intro Offers to longer-term pricing options.
Membership Cancellations: shows who cancelled a membership and when
Referrers: Clients who have been referred to your studio.
Signatures: all signed waivers.
Team Member Payout: helps determine pay using your pay scales.
Filtering reports by Client
Most reports now include a Client filter on the left side that defaults to Client: not set. Click the pill to search for and select a specific Client. The filter is available on Bills, Sales, Transactions, Registrations, Class Packs, One-on-One Packs, Intro Offers, Memberships, Guest Passes, and Perks reports. The Perks report also has a Type filter to limit by Perk type.
Things to know
Class Packs and One-on-One Packs reports include a sort order that defaults to most recently created at the top, with a column showing the creation date.
These reports also include a filter for unlimited vs. limited use, which makes sorting by remaining uses easier.
The Class Packs and One-on-One Packs reports show packs purchased as packs only — packs are no longer auto-generated from Memberships and Intro Offers, so those reports stay clean.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article