Financial
Check out the article below to view more info on each of these reports.
⚖️ Cash Basis & Accrual GL | 🏫 Cash Basis by Class | 🧑💼 Cash Basis by Customer |
📊 Category Sales | 🧭 Cross-Location TransactionsFormerly called "Intercompany report" | 💳 Customer Credit |
🗓️ Dated Customer Account Credit | 🧾 Discount Report | 🗓️ Event Invoices |
💼 Expense Tracking P&L | 🎯 Free Trials Conversion Report | 📒 General Ledger (GL Report) |
🔄 Invoice Reversal | 🚫📅 Invoices Without Events | 📬 Open Invoices |
🧾 Payment Batch ReportFormerly called "ACH/Credit Card Batch Report" | 💸 Refund Report | 🏠 Resident Pricing |
🏕️ Sales by Camp | 📚 Sales by Class | 🧑💼 Sales by Employee |
⏱️ Sales by Per Session | 🏅 Sales by Team | 💲 Sales ReportAlso known as the Daily Sales & Receipts Report |
🧮 Sales Tax | 📆 Scheduled Payments | 🧾 Tax Deductible PaymentsFormerly called "Child Care Statement" |
🏆 Top Sales by Employee | 🔍 Transaction Search | 📊 Transaction Summary Report |
📆 Unearned Revenue - Booking Event | 🎒 Unearned Revenue - Camp | 🏫 Unearned Revenue - Class |
📊 Unearned Revenue Summary - ClassFormerly called "Class Unearned Revenue Summary (visual)" | 🥳 Unearned Revenue - Event & Rental | 📇 Unearned Revenue - Membership |
📅 Unearned Revenue - Membership - Month DetailFormerly called "Details Unearned Revenue - Membership" | 💰 Earned Revenue - Membership - Customer DetailFormerly called "Unearned Memberships Detail" | 🧢 Unearned Revenue - Team
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Customer
Check out the article below to view more info on each of these reports.
🎯 Customer Sales | 🧑💼 Customer Search | 🔍 Customer Search, Email & Text |
🧑🤝🧑 Duplicate Customer Report | 📋 Daily Checklist | 📅 Expired Membership |
🎁 Gift Card Balance | 💼 Instructor Payment Report | 🧑🏫 Instructor Payment Report - Per Session |
🧾 Instructor Roster | 🔐 Locker Report | 💳 Membership Report |
🆕 New Customers | 🎟️ Pass ActivityFormerly called "Pass Report" | 📝 Profile Custom Fields Report |
🎓 Scholarship Customers | 💸 Scholarship Usage | 🔁 Season Retention Report |
⚽ Stats | ⛔ Suspended Customers | 🧑🤝🧑 Team Join Report |
💰 Top Sales by Customer | ✍️ Waiver Report |
Products
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📦 Product InventoriesFormerly called "Product Report" | 🛍️ Product Sales | 🧾 Purchase Order Report |
Programs
Check out the article below to view more info on each of these reports.
🎫 Admittance Report | 🏕️ Camp/Per Session Attendance | 📋 Consolidated Attendance Sheet |
📝 Custom Registration Report | 👥 Customer Attendance Report | 📆 Daily AttendanceFormerly called "Average Daily Attendance Report" |
👶 Enrollment By Age | 🛠️ Event Search and Bulk Edit | 🔥 Fire Drill |
🧑⚖️ Game Officials Export | 🚪 Location Check InFormerly called "Silver Sneakers Report" | 🎯 Make-ups and Free Trials Report |
🧾 Normal & Sign-in Rosteralso known as "Roster Report" | 📅 Open Availability Report | 🧮 Program Attendance Report |
⚠️ Program Exception | 📊 Program Search | 📅 Schedulesalso known as "Class, Team, and League Schedules" |
📝 Simple Roster |
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System
Check out the article below to view more info on each of these reports.
🧾 Audit LogAlso known as "Audit Report" | ✍️ Electronic Signature Requests Report | 📧 Email History |
🧭 Online EventsAlso known as "Customer Events" | 🧠 System Events |
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Financial Program
Check out the article below to view more info on each of these reports.
📉 AR Aging | 📊 AR Aging Summary | 📋 Booking Summary |
🗂️ Class Summary | 🔁 Customer AR Roll Forward | 📘 Drop In Product Sales |
📆 Monthly Booking Pace Report | 🎟️ Pass Product Sales | 🔧 Rentable Item Summary |
🪑 Rental Revenue and Usage | 📊 Revenue Comparison | 💵 Revenue Detail |
📈 Season Enrollment and Revenue Comparison - Class | 👥 Team Credit Report | 📋 Team Summary Report |
Booking
Check out the article below to view more info on each of these reports.
📘 Booking Report | 🧾 Booking Statement | 📍 Location Schedule |
📊 Location Usage Report | 📝 Task Report | 📅 Week at a Glance |
🗓️ Weekly Location Schedule Report |
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