Reports
Get valuable insights to help make better business decisions.
Custom Reports
- Custom Report: Gift Card Balance "As-Of" Date
- Custom Report: All Members Report
- Custom Report: Check-Ins by Type - Daily
- Custom Report: Check-Ins by Type / Hour / Day of Week
- Custom Report: Customer Processing Time
- Custom Report: Customers - Duplicate
Advanced Reporting
- Contact Tracing Report
- Custom SQL Reports
- Customizing the Customer Activity Analysis report
- Choosing report activity dates for a Customer Activity Analysis report
- Choosing a customer source for a Customer Activity Analysis report
- Overview of Customer Activity Analysis reports
Charting
- Creating a custom stack/pie chart
- Creating a ratio chart
- Restricting chart data to certain days of the week
- Setting limit thresholds for a chart
- Truncating data in a chart for comparison
- Overview of the charting system categories
Customer Queries
- Multigym Option: Placeholder (archived) Customer Records
- Advanced Customer Query: An Example
- Walkthrough for creating a guest conversion report
- Looking up EFT members without future dues
- Searching for members with add on products
- Searching through the client database by address
Mobile Reporting
- Reviewing check-ins in the Mobile Dashboard
- Reviewing sales information in the Web Dashboard
- Creating a chart in the Web Dashboard
- Checking your database replication status in the Web Dashboard
- Changing your Web Dashboard login and password
- Providing a staff member access to the Web Dashboard
General Reporting
- QuickBooks Integration Update - Using "Sales Tax Payable" revenue account
- Zout Income Account- Accounting
- Creating an on-account purchase report
- Walkthrough for creating a gift card revenue report
- Running an expired punches report
- Creating a sales summary grid
