Reports
Reports turn your school’s records into summaries you can use to plan classes, follow up with members, review payments, and spot changes over time. Open Reports from the main navigation to browse the reports available to your account.
Find the right report
Section titled “Find the right report”| What you want to understand | Start here |
|---|---|
| Who checked in, attendance patterns, or members who have stopped attending | Attendance, Historical Attendance, or Absentees |
| Current enrolments, membership changes, or promotion eligibility | Memberships, Historical Memberships, or Promotions |
| Charges, subscriptions, or payment problems | Payments, Subscriptions, or Failing Subscriptions |
| Trial bookings and booking trends | Bookings |
| Prospective members and follow-up | Lead Funnel and Follow-Up |
| A school-wide snapshot | Health Report |
| A question that needs a specific combination of fields | Custom Reports |
Other reports cover birthdays, missing contact details, member records, Resolve cases, attendance grades, recent promotions, and membership/subscription comparisons. The Pro Shop Margin report is covered in Shop Reports. Availability depends on your school’s enabled features and your role’s permissions. Some reports also require a particular plan.
Use a report
Section titled “Use a report”- Open a report from the Reports page.
- Read the report’s description and check its date range or other filters. Reports do not all use the same date rule: some count events during a selected period, while others show records active today.
- Narrow the results with the filters that matter to your question, such as program, status, or date. Then apply the filters.
- Open a listed record when you need to follow up or check its underlying details. Some reports provide a CSV download; others are charts or summary cards and do not offer the same export.
Always check the report-specific guide before comparing counts. For example, New Members is based on a membership start date, not when a person’s profile was created, and Historical Attendance uses the program saved with attendance records.
Reports and custom reports
Section titled “Reports and custom reports”Built-in reports answer common questions with a fixed set of fields and calculations. Custom Reports let you select a record type, choose columns, build filters, and save views. Use a custom report when the built-in report does not provide the fields or combination you need. Custom reports follow their own field and record-scope rules; do not assume they use the same filters as a similarly named built-in report.
To keep frequently used summary metrics close at hand, see KPIs and the Home Dashboard.
Access and interpretation
Section titled “Access and interpretation”Report access is controlled by permissions and school features, not just by whether a link appears in navigation. If a report is missing or access is denied, ask a school administrator to check your role and enabled features. Reports are intended to help you interpret your school’s records; review the underlying records before acting on an unusual result.