"Payment Type" Filter on Registration Report

Modified on Tue, 19 Sep 2023 at 10:32 AM

Within your Registrations Report there is a filter dedicated to Payment Type. This article is going to review both where this is located and how this can be leveraged. 

First let's backtrack and talk about how to get to your Registrations Report. From your fitDEGREE Admin go to the Menu button in the top left corner. Once opened, select Reports. Within the left side menu you then will click on Registrations, then within the selection of reports again select Registrations. 

A new screen will appear which will show you a detailed Registrations Report for your clients. This report can be leveraged to see your Clients and their Registration history. On the left-hand side you will see the ability to filter this report down to whatever you might be seeking specifically. These filters include: dates, check in status, cancellation status, instructor, registrable type, requires payment, and payment type.

Payment Type was added to this report in September 2023 in order to be able to further leverage this report to learn more about your registrables and the Clients who attend them. When you click on this drop down you will have the ability to filter your report by the form of payment a client used. For example, if you want to locate all clients inside of a particular Class who paid via intro offer within a month, you can leverage Payment Type to speed this process along!

You can even take this a step further and once you have selected your Payment Type, you can then go in and select the specific offer that you want to learn more information about via your Registration Report. For example, if I want to look at all people in August who attended my class "Intro Ride" via the 10 Days Unlimited offer, I can now do so!

Note that once you mark an item not "For Sale" it will no longer appear in the list of options.

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