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Overview
The Reports tab in Core provides detailed, filterable, and exportable reports that allow you to monitor client activity, track financial performance, analyze marketing campaigns, and manage staff efficiency. Whether you're analyzing monthly performance or checking a single client's attendance, reports offer actionable insights in an easy-to-read format.
Prerequisites
- Admin or reporting-level access to Core
- Basic understanding of your business performance metrics
- Familiarity with client, financial, or operational goals
How to Favourite a Report
- Navigate to Dashboard > Reports
- Click the Star icon beside any frequently used report
- Your starred reports will appear at the top of the list
Tip: Use favorites to quickly access high-priority reports like “Client Check-in” or “Membership Details.”
How to Create a Custom Report
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Open any report
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Click Save Report
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Enter a report name, category, and description
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Toggle Restricted Report on/off if needed
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Save and find your custom report under the assigned category
How to Filter Reports
At the top of many reports, you’ll find:
- Date Filter: Adjust the range and click Apply Date Filter
- Dropdown Filters: Select filter values and click the green tick
- Add multiple filters by clicking the + icon
How to Download Reports
- If the download icon appears in the report header, click it
- Choose to download the report as a .CSV file
Report Categories and Common Use Cases
Clients & Attendance
- Clients Absent: Who hasn’t attended in a while
- New Clients: Recent sign-ups
- Client Check-in: Attendance logs
- No Shows / Late Cancels / First Visits
- Birthday Report / Lost Clients / Member Movement
Financial
- Net Revenue Detail: Summary of actual earnings
- Projected Revenue: Upcoming billing
- Membership Details: All statuses and auto-renewal
- Failed Payments / Suspended Memberships / Refund History
Marketing
- Intro Offer Conversions: Who signed up after a trial
- Lead Sources: Origin of your leads
- Referrals / All Leads / All Alumni
Staff
- Payroll / Clients Per Staff / Session Per Staff
- Staff Utilization / Payroll Tier Audit
Inventory
- Current Inventory / Sales by Services / POS History
Frequently Asked Questions
Q: How can I find clients with no recent attendance?
Use the Clients Absent report and apply the date filter.
Q: Which report lists current active members?
Use Clients on Membership or Membership Details with filters.
Q: How do I track referral activity?
Use the Referrals report to view who referred and how many.
Q: Can I view daily new members without credits?
Use Session Credits Remaining after filtering new clients.
Q: Where can I check ClassPass attendance?
Use the Client Check-in report and enable Package Name in Edit Settings.
Q: Which report shows clients with pending memberships?
Use the Membership Details report, filter for "Pending" status.
Q: What’s the best way to track cancellations for the month?
Use the Cancelled Classes or Cancellation Report.
Need help? Reach out to our support team via [email protected]
