Report Index

Use this index to find a built-in report. Each report has its own date rules, filters, and access requirements, so read its guide before comparing results.

Attendance

Report	Use it to
Attendance	Review records from a start date, with program, class, and confirmation filters.
Historical Attendance	Compare attendance across periods.
Absentees	Find members who have not attended recently.
Attendance Grades	Review attendance grades and recent changes.

Memberships and programs

Report	Use it to
Memberships	Review membership records and their statuses.
Historical Memberships	Review membership counts over time.
New Members	Find members whose earliest membership record was created in a date range.
Only Memberships	Find members with memberships but no subscriptions.
Only Subscriptions	Find members with subscriptions but no memberships.
Promotions	Review promotion activity.
Recent Promotions	Find recent member promotions.

Billing

Report	Use it to
Payments	Review charge records by status and payment method.
Historical Payments	Compare payment totals over time.
Subscriptions	Review subscriptions by status and other filters.
Historical Subscriptions	Review historical active-subscription counts.
Failing Subscriptions	Find subscriptions with failed payment activity.
Disputed Payments	Review payment disputes.

Bookings and leads

Report	Use it to
Bookings	Review session bookings.
Lead Funnel and Follow-Up	Review lead milestones and find leads whose latest booking needs follow-up.

Other reports

Report	Use it to
Birthdays	Find members with upcoming birthdays.
Health	Review a school-wide snapshot.
Member Records	Find member records that need attention.
Missing Contact Info	Find members without a phone number or email address.
Resolve	Review duplicate-member resolution cases.

Custom reports and KPIs

Use Custom Reports when you need to choose record fields, filters, and views. Use KPIs for saved summary measures and goals. Some reports require financial-report or custom-report permissions, and availability depends on the school’s enabled features.

Next steps

• Reports Overview
• Custom Reports
• Create a KPI