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Add or Remove Favorite Reports
Automated Customer Invoices | Download Itemized Tax Invoices from Stripe Settlements
Download or Print Full Client Account Statements
Generate a Client Communication Preferences Report
Generate a Client Communication Preferences Report
How to Add Reports to Your Favorites List
How to Create Custom Report Categories
How to Edit and Save Reports
How to Filter and Download Reports
How to Use the Check-in Report
How to Use the Membership Details Report
How to Use the Session Credits Remaining Report
Include No-Show and Late Cancel Clients in Payroll Calculations
Process a membership cancellation
Reporting Overview and Usage Guide
Understanding the Client Retention Rate Metric
Understanding the Gross Revenue Metric Calculation
Understanding the Net Revenue Report
Use the "All Invoices Report" to Track Transaction History and Payment Status
View and Export the Stripe Card Updater Report
View Clients with Account Credit Balances
Viewing Payment Method Details in Reports