The Customer Sales report provides a full list of invoices tied to a specific customer account within a selected time range. It displays invoice totals, payment status, and outstanding balances, and can also include data for any linked child accounts when the parent profile is used in the search.

Use this report when reviewing purchase history for a family, following up on unpaid balances, or providing itemized statements for tax, reimbursement, or customer service needs. It's also helpful when preparing account summaries for high-volume participants or multi-child households.

Enable Show Children when the account holder is a parent and you need to view all related activity in one report. Use the Program filter to isolate specific areas of spending—such as league fees, camps, or lessons. Export to CSV if you want to total invoices by program type or date for your own analysis or reporting.

The Expired Membership report helps identify customers who are currently enrolled in a program but have either an expired membership or no membership on file. It’s a vital tool for confirming eligibility before participation in any membership-required programs.

Run this report before each session or season to ensure all rostered participants meet your organization's membership requirements. It’s especially helpful for front desk staff, program leads, or administrators responsible for eligibility checks.

If you’re managing youth programs, leave the “Born Before” field blank to return all participants. To review adult eligibility only, enter a birthdate that filters out minors. Sort by the Expired column to bring the most urgent expirations to the top, and use the CSV export to send follow-up reminders or marketing messages in bulk.

The Gift Card Balances report provides a quick overview of all customers with active gift cards at a selected location. It displays the original card amount and the current remaining balance so staff can easily track outstanding credit per customer.

Use this report to monitor outstanding gift card balances for financial reconciliation, identify customers with unused balances, or respond to customer service inquiries. It’s especially helpful around holidays, expiration checks, or when preparing financial summaries.

Click on the Customer Name to jump directly to their profile if you need to apply the gift card or adjust their balance. Export to CSV if you want to sort by balance amount or filter by high-value cards. You can also run this report regularly to promote re-engagement with customers who have unused gift card value.

This report displays instructor assignments and pay calculations for per-session events within a selected time frame. It helps you track registration counts, attendance, event details, instructor rate types, and the total payment owed for each session.

Use this report when calculating instructor pay for drop-in programs, skills clinics, or other per-session programs. It’s especially helpful for payroll review, budgeting, or confirming that pay aligns with attendance or registration targets.

Ensure the instructor’s payment method and rate are correctly set in their user account to generate accurate results. Use the Calculate Based on Attended option when you need to pay instructors based on actual participation. Export the report to CSV if you need to group or total payments for multiple instructors or sessions at once.

The Instructor Roster report provides a detailed view of participants assigned to classes or teams for a selected season, organized by instructor. It displays rosters with participant contact info, roster names, and age details, helping instructors or staff prepare for upcoming sessions.

Use this report when preparing class rosters for instructors at the start of a season, confirming participant information before programs begin, or reviewing who is assigned to each class throughout a session. It's especially helpful for instructors teaching multiple teams or classes on different days.

For a more focused view, use the Day of Week filter to only show rosters for a specific day—ideal for part-time instructors or rotating schedules. If you’re prepping printed rosters for the field, export as PDF for a clean, readable format. Export as CSV if you want to sort or organize data further in Excel. Filtering by season helps ensure the most current and relevant data is visible for scheduling and communication needs.

The Locker Report provides a comprehensive list of locker rentals at selected locations. It includes details about each locker’s location, locker area, locker number, type, and the customer assigned to it. The report also shows contact information, service plan details, and the start and end dates of each locker rental.

Use this report to manage locker assignments, prepare for renewals, or verify rental status during customer service inquiries. It’s ideal for facilities like rinks, gyms, and clubhouses that provide locker services and need visibility into who is assigned to which locker.

Filter by Locker Area to narrow results to specific locker rooms or zones. Review the Date Expires column to identify upcoming renewals or expired rentals. Export to CSV to build outreach lists for locker renewal campaigns or to audit occupancy by locker type or location.

The New Customers report provides a list of all new customer accounts created within a selected date range, along with optional details about their registration behavior, purchases, and communication preferences. It offers a snapshot of who joined, what they bought, and whether they chose to receive marketing emails.

Use this report to track new account creation trends, verify email subscription status, and review what new customers are buying at registration. It’s ideal for customer engagement, onboarding workflows, and evaluating how well marketing or promotional efforts are converting into new sign-ups.

Enable the Unsubscribed filter to identify customers who opted out of communication—you can flag them for alternative engagement strategies. If you're tracking new members tied to a specific seasonal campaign or program, use the Program filter to see who registered for that offering. Click a Customer ID to instantly open their full profile for additional history or follow-up.

The Pass Activity report provides a complete history of all passes issued and used by customers—across all time. It tracks each pass’s usage lifecycle, including total passes purchased, used, and remaining, along with expiration date, purchase source, and optional revenue data. It also displays a list of related invoices and includes access to the Pass Audit Log for deeper tracking.

Use this report to review pass usage over time, track customer engagement, analyze revenue from pass sales, or reconcile invoice activity. It’s especially useful for fitness or drop-in programs that issue multi-use passes and need to monitor remaining visits or pass expiration trends.

Leave the date fields blank to pull a complete history of pass activity across all customers. Use the Customer ID field to isolate one member’s usage or billing history. Clicking Audit Logs gives you a detailed breakdown of every pass scan or deduction. For pass-based invoicing or cash-flow tracking, enable Revenue and Invoice columns to see how each pass ties back to financial activity.

The Scholarship Customers report provides a complete overview of all customers who have a scholarship assigned to their account. When no date range is selected, the report returns all customers with active scholarships and also includes inactive or expired scholarships to support historical reporting—such as reviewing prior-year awards or allocations.

Use this report to track scholarship usage, verify remaining balances for customers, or review how funds were distributed over a given time period. It’s especially helpful when preparing financial summaries for grant providers, reviewing usage caps, or reconciling year-end support.

Run the report with no dates selected to see the full list of scholarship holders regardless of usage period. Use the Scholarship filter to isolate a specific fund or support year, and export to CSV when calculating totals or reporting externally. Inactive scholarships can be included for retrospective reviews or comparisons between award cycles.

The Scholarship Usage report provides a detailed view of how scholarships are being applied across programs. It breaks down how much was awarded, how much the customer paid, and what balance remains for each individual. This report is particularly useful for monitoring financial aid distribution, identifying gaps in coverage, and preparing documentation for reporting purposes.

Use this report to evaluate how scholarships are being applied across programs, assist with billing or follow-up, and prepare summary data for presentations to funders, city councils, or grant administrators. It’s especially helpful when reviewing financial accessibility efforts and auditing usage patterns across seasons.

Use the Zip Code filter to identify scholarship trends by geographic area. If reporting on individual customer support, enable Contact Information to get full demographic context. Export to CSV when you need to total scholarship usage or prepare spreadsheets for funding agencies.

The Suspended Customers report provides a comprehensive record of individuals who have been suspended from participating in programs, events, or facility access.

This report is essential for monitoring behavioral issues, enforcing suspension policies, and maintaining a safe, accountable environment. Use it to inform staff, follow up on past incidents, or provide transparency in disciplinary actions across your organization.

If you’re reviewing active suspensions for a specific day (like game day or camp check-in), use the “As Of Date” filter to view only currently suspended individuals. The comments section often contains critical context—always review it before contacting or re-admitting a suspended customer. Exporting the report to CSV makes it easy to filter by employee, date range, or foul type if you're conducting internal audits or preparing reports for leadership.

The Team Join Report displays all customer-submitted join requests to be added to a team roster, along with their current approval status. It helps track which requests were accepted, declined, or are still pending, and includes key details about the request, customer, and team.

This report is perfect for team managers, program coordinators, or customer service staff who need to monitor roster requests, follow up on pending approvals, or verify declined entries. It’s also helpful during the preseason to ensure no join requests are overlooked.

Use the status filters to quickly isolate only Pending requests for follow-up. If a specific season is receiving a high volume of requests, narrow by season filter to reduce clutter. Exporting to CSV is helpful if you need to send reminders or batch updates to team managers.

The Top Sales by Customer report ranks customers based on the total sales revenue they’ve generated during a selected date range. It’s designed to highlight your highest spenders, offering a detailed view of both their purchase activity and personal information for follow-up or recognition.

This report is ideal when you need to identify top spenders for loyalty programs, marketing campaigns, or customer appreciation efforts. It's also useful for analyzing purchasing behavior across locations or reviewing seasonal high-value customers.

If you're planning promotions or special offers, filter by a specific season or campaign window to identify your most engaged customers during that time. Sorting by total sales gives you a quick snapshot of who’s spending the most, while exporting to CSV makes it easy to generate mailing lists or analyze geographic trends. Adjust the Max Results field depending on whether you want a narrow top-performer view or a broader customer overview.

The Waiver Report provides a detailed list of all customer waivers signed within a selected date range, whether submitted online or completed in person. It includes a breakdown of waiver types, tracks minor releases, and shows validation details to ensure full waiver compliance across your organization.

Use this report when verifying that all participants—especially minors—have valid waivers on file. It's essential for managing risk, preparing for events, and ensuring your organization stays compliant with liability and safety policies.

Use the Minor Release and Parent ID fields to quickly find underage participants and confirm parental consent. Check the Signature column for PAPER_SIG entries to spot manually recorded waivers, which may require extra attention or verification. Export the report regularly to ensure waivers are being collected properly across all locations, and use the Re-Sign date to stay ahead of expiring documents.