Reports

Reports turn operational data into exportable views for sales, finance, attendance, dues, trials, PT, classes, staff, and marketing.

What this page is for

Reports turn operational data into exportable views for sales, finance, attendance, dues, trials, PT, classes, staff, and marketing.

Who should use it

Owner, manager, finance, sales lead

Where to find it

/report

Before you start

Reports flow completion gate.
Reports alias /reports redirects to /report and staff should bookmark /report or /report/report-template/:reportKey for specific reports.
Reports workspace tabs are Catalog, Dashboards, and Export Runs.
Hero actions are Run Due and Refresh on the catalog/dashboard/runs workspace; report-template route actions are All Reports, Filters, and Run Report.
Reports KPI tiles change by tab: Catalog, Favorites, Saved Filters, Schedules on Catalog; Dashboards, KPI Metrics, Widgets, Runs on Dashboards; Runs, Completed, Exports, Needs Attention on Export Runs.
Catalog includes a Staff Attendance CSV card with From, To, and Download CSV. End date cannot be before start date.
Finance lifecycle shortcut reports are Settlement, Refund, Freeze, Transfer, and Upgrade when those definitions are present in the catalog.
Report catalog controls are Search reports, category navigation, report cards, and favorite star.
Report categories are Favorites, Sales, Finance, Operational, Appointment, Clients, Class, and Analytics. Platform reports are not shown in normal staff workspace.
Report cards show label, description, export capability, category icon, and favorite star. Favorite keys are saved locally for the staff browser.
Dashboards tab shows operational dashboard choices, Save View fields, KPI cards, and widget tables.
Dashboard saved view fields are Name, Description, and Visibility.
Dashboard view visibility options are Private, Brand Default, and Role Default.
Export Runs tab shows report key, requested date, status, export filename or preparing message, error text, and Download when the export file is available.
Run Due executes currently due report schedules for the brand and then reloads report runs.
Use date filters carefully. For finance, match billing/invoice/payment date intent before exporting.
Save filters for repeatable reports. Schedule exports only for trusted filters.
Use CSV/XLSX exports for spreadsheet review; use dashboard views for daily monitoring.
Exports can be queued while the worker writes CSV/XLSX to storage. Treat Preparing as in progress, Completed with an export file as downloadable, and Failed as needing filter/data/provider investigation.
Report scheduling worker scans every 15 minutes, and the Run Due button is a manual execution path for testing due schedules.

Daily workflow

Run daily collection, unpaid dues, new sales, trial conversion, active members, and attendance reports.
Save owner/manager filters as brand or role defaults when they should be reused.

Watch out

A report can only be trusted if staff used the workflow correctly. Example: class utilization depends on attendance being marked.

Use the left menu to open related pages in Reports and Audit.
Use Ask Docs for questions that are already covered in this public documentation.