Reports

Reports answers "how are we doing?" — choose a report, a date range and filters, then view, print or export it. Start with the Management Dashboard for the big picture.

Area	Reports
Money	Revenue, Deposits, Collections, Invoices, Open Invoices By Customer, Accounts Receivable, Income Balances By Customer, Unapplied Payments, Underpaid Items, All Sales By Coupon, Package Sales, Rental Plan Sales, Deferred Membership Revenue, Accrued Rental / Session Revenue
Bookings & venues	Resource Schedule, Venue Availability, Venue Booking, Birthday Parties
Clients	Check-in Summary, Check-in Details, Client Activity Items, Expiring Memberships, Click To Cancel, Assessment Summary
Training & staff	Trainer Schedule, Trainer Sessions By Week, Sessions Completed By Client, Session Notes, Training Print And Post, Trainer Payroll/Commission, Salesperson Commission, Time Clock

TIP

All dates and times in reports use your facility's time zone (set in Administration → Self service & website → Branding).