The AR (Accounts Receivable) Aging report provides a breakdown of unpaid customer balances as of a selected date. It organizes outstanding invoice amounts into aging buckets—0–30, 31–60, 61–90, and 90+ days past due—and includes options for viewing future receivables, GL code filtering, and invoice-level detail.

Use this report during month-end or year-end close, to monitor overdue customer balances, and to manage collections or financial risk. It's ideal for accountants or business managers tracking aging receivables, validating outstanding debt, or filtering AR by revenue category via GL codes.

Enable Show Invoice Detail to drill into specific unpaid invoices and customer history. Use Show Future AR to anticipate revenue based on future scheduled events—great for forecasting. If you only want to focus on true past-due balances, be sure to Exclude Scheduled Payments to avoid skewing totals with planned future installments. Grouping by GL Code gives a clearer view of which programs or services are driving outstanding balances.

The AR Aging Summary report provides a visual and data-driven breakdown of outstanding customer balances grouped by age—such as current, 30, 60, or 90+ days past due. It offers a snapshot of accounts receivable as of a specific date and helps you monitor overdue invoices and aging trends over time.

This report is essential for finance or billing teams looking to stay ahead of overdue balances. Use it to assess risk, follow up on past-due invoices, or provide aging summaries for financial reviews. It’s especially useful during month-end or quarterly close processes when receivables are reviewed for reporting or collections.

For a more accurate view of true overdue balances, make sure to check the “Exclude Scheduled Payments” box—this removes upcoming payment plan amounts from the totals. If you're working with a large volume of data, switch to the Data view for easier export and sorting. Keep in mind that the values are calculated based on event-driven invoices (like camps or bookings), so totals may shift as dates or registrations are updated.

The Booking Summary Report provides a breakdown of bookings by resource during a selected date range. It shows key event metrics like attendance, number of events, and total invoiced revenue, all organized by resource and optionally grouped by General Ledger (GL) codes. It reflects the events that occurred during the time range selected, not the payment date.

This report is perfect for facility managers and accounting teams who need to monitor space utilization, attendance trends, and revenue from facility rentals. Use it to understand how individual resources (like rooms or fields) are performing during a specific time frame, especially when reconciling invoices against event activity.

Remember, this report is based on event dates, not payment dates—so it’s ideal for revenue recognition tied to actual usage. Use the GL Detail option when you need to map charges back to financial accounts. If you're looking to isolate high-performing resources, sort by Total Revenue or Attendance for quick insights. Always double-check the attendance values, as these are manually set on the booking and impact totals.

This report displays class information by location, showing season names along with their start and end dates, the associated GL Codes for accounting purposes, the amount billed for each class level, and class counts broken down both by month and in total. It provides a clear overview of program activity and financials within the selected time frame.

Ideal for reviewing seasonal performance, checking billing totals, and helping with financial or operational reporting across different locations.

Use filters like Location and Date Range to quickly drill down into specific program periods or facilities!

The Customer AR (Accounts Receivable) Roll Forward report displays customer balances over a selected time period, allowing you to see how balances have changed due to invoicing and payments. It tracks beginning balance, new invoices, payments made, and the resulting end balance for each customer—providing a clear view of account movement within the reporting window.

Use this report to monitor customer balances over time, support collections, reconcile customer accounts, and identify trends in overdue payments. It’s especially useful at month-end or quarter-end to track receivables, and during audits or customer service reviews when historical balance movement is required.

If you want to review where customers stand today, set the End Date to the current date. Using the “Show Balance” filter alongside the “Include both” option gives you the most comprehensive picture. Export to CSV for easier sorting by highest balances or overdue accounts. And don’t forget—clicking a Customer ID gives you quick access to more detailed account views.

The Drop In Product Sales report lists all sales activity for products that include the term “drop in” in their name. It helps track daily revenue from drop-in-based offerings such as fitness classes, open gym, or open skate sessions. This report focuses exclusively on these product types and is useful for operational or financial reviews.

Use this report when you need to monitor sales of drop-in programs, validate usage trends, or prepare summaries for program-specific revenue tracking. It's especially helpful for fitness centers, skating rinks, and rec programs with flexible entry models.

Leave the product filter set to All if you want a full picture of drop-in activity. Use the Start/End Date range to isolate a single day or drill into longer periods. If reconciling payment records, compare Amount Paid to Amount Charged to identify underpayments or pending balances. Export to CSV to sort by product type or total per day.

The Monthly Booking Pace report provides a month-by-month breakdown of revenue from booked rentals, including both invoiced and non-invoiced bookings. It’s designed to help you analyze booking trends, track sales performance against previous years, and forecast demand by resource—similar to pace reports commonly used in the hospitality industry.

The report, can optionally, compare current booking totals with prior year performance and includes year-to-date (YTD) comparisons as well as annual totals.

Revenue is broken out by resource and further separated into Rental Fees and Extra Fees.

Use this report to monitor how bookings are pacing month to month compared to previous years, and to forecast facility usage and demand. It’s especially valuable for event-based, seasonal, or rental-heavy operations looking to anticipate trends, optimize capacity, or measure booking velocity in real-time.

Always enable Compare to Prior Year YTD to get the full benefit of the pacing view. Scroll to the far-right columns to access annual totals, which are useful for strategic planning or board presentations. Use the resource filters to isolate high-traffic or underperforming spaces, and sort by Rental Fees vs. Extra Fees to understand the true drivers of revenue.

The Pass Product Sales report lists all products with the word “pass” in their name that were sold during a selected date range. It provides detailed invoice-level reporting, including pricing, discounts, and payment status.

This report is helpful when you need to monitor sales of pass-based products, such as punch cards, that include the word “pass” in their name. It’s ideal for tracking revenue trends, identifying which pass types are performing best, and reviewing individual sales activity within a given timeframe. Whether you're auditing pass usage, running promotions, or preparing financial summaries, this report offers a straightforward way to view detailed product-level sales data specific to passes.

Set the product filter to All if you want to view sales for every pass product during your date range. If you're running a campaign or promotion, narrowing to a single pass product can help you evaluate how it’s performing. You can also click the Invoice ID to jump directly into the customer invoice for a closer look at payment details or line-item context.

The Rentable Item Summary report displays a detailed log of all rented products across your facilities, showing inventory source, rental quantity, rental time range, and locations. It gives an at-a-glance summary of which items were used, when, where, and in what quantities.

Use this report when you need to track product rentals across locations and time frames. It’s especially helpful for reviewing usage of inventory like chairs, tents, or equipment—whether scheduled as part of an event or rented independently. You can also audit if inventory was pulled from global or local pools, making it great for managing fulfillment logistics and capacity planning.

To narrow your results, use the Rental Filter dropdown to view only rentals that were tied to events or those that occurred independently. For inventory planning, isolate Rentals from Global Inventory to ensure stock isn’t being overcommitted across locations. Use the Start Date and Location filters to drill into high-demand dates or facility-specific usage. Export the results if you need to cross-check against packing, transport, or staffing needs.

The Rental Revenue and Usage report displays detailed revenue from events booked through the Booking Manager or online booking, organized by resource and grouped by location. It captures the number of rentals, hours booked, and total revenue earned for each resource, along with customer details for each booking.

Use this report to monitor resource rental performance, compare revenue across spaces, and understand the difference between invoiced (accrual) and collected (cash) amounts. It’s ideal for financial reporting, end-of-month revenue review, and analyzing usage patterns by resource type.

Enable all three display options for the most comprehensive view of each rental. Use the Cash Basis column to compare actual collections against revenue to help forecast and balance cash flow. Export to CSV when you need to group by resource or sort bookings by revenue or hours for deeper analysis.

The Revenue Comparison report allows you to compare enrollment and revenue data across multiple seasons. It highlights trends in registration and financial performance over time and includes Prior Year-To-Date (YTD) values to evaluate performance at the same point in the season from the previous year.

Use this report when reviewing season-over-season performance in enrollment and revenue. It's especially helpful during planning cycles, mid-season assessments, or to validate growth or loss trends. Great for executive reporting and forecasting seasonal performance based on historical comparisons.

Use the “As of Date” filter to get a consistent time-based snapshot across seasons. Pay close attention to the Net YTD Revenue and Enrollment columns to identify gains or gaps early. Be sure to compare seasons with similar start dates for the most accurate insights.

The Revenue Detail report provides a comprehensive breakdown of individual customer revenue for any selected season, including data by level, group, and day of the week. It’s designed to help staff view full invoice and payment details for each participant tied to a particular program.

Use this report when reconciling invoices for a season, confirming who has paid (and how much), reviewing discounts or scholarships issued, or preparing to follow up with customers who still owe a balance. It's especially useful during or after registration periods and before the season ends.

Use the DOW filter to focus on just the rosters that meet on a specific day. This makes it easier to prep for a given weekday’s programming. If you're preparing a balance reminder or audit, export to CSV to filter by Amount Due. Clicking the invoice number is the fastest way to jump directly into an individual billing record for resolution or adjustments.

This report provides a side-by-side comparison of class seasons across one or more locations, focusing on both enrollment and revenue performance. It separates data into three easy-to-navigate tabs—Enrollment, Revenue, and Data—giving you visual and tabular views to compare current performance with the past. The report includes historical metrics like PY (Past Year) and PYTD (Past Year To Date) to help you identify growth or declines season over season.

This report is ideal for program managers, directors, and finance teams who need to track performance of seasonal offerings over time. Use it to monitor trends, evaluate program success across multiple locations, or report on year-over-year growth for budgeting and strategic planning.

Use the As Of Date to analyze early or mid-season progress without waiting for a program to end. The % of PYTD columns offer a fast indicator of whether a season is outperforming or underperforming—green percentages show growth, while red percentages signal declines. Stick to 10 or fewer seasons for the most detailed view, as individual season breakdowns are only displayed when fewer seasons are selected. And don’t forget to use the Enrollment and Revenue charts for at-a-glance visual comparisons across programs or locations.

The Team Credit Report (also known as the Employee Credit Issuing Report) displays a summary of customer account credits issued by employees over a defined time range. It shows who granted the credit, when it was issued, how much was credited, and to which customer the credit was applied.

Use this report to monitor staff-issued credits for accountability, auditing, or financial reconciliation. It is especially useful for tracking team discounts, promotional credits, or employee-issued adjustments that affect revenue reporting.

Use this report regularly to review employee credit activity and ensure internal credit policies are being followed. Notes included by staff can help provide context on why credits were issued. Combine this report with the Transaction Summary for a full picture of customer credit activity.

The Team Summary Report provides a high-level overview of team activity, including financials and scheduled games, within a specific date range. It summarizes how many games were scheduled during the full season versus how many occurred during the selected time window, along with billed revenue and league details.

Use this report to review how active each league or program has been during a specific period, especially during mid-season or month-end reporting. It’s ideal for finance teams, program directors, or facility managers tracking revenue by league or verifying game fulfillment during a season.

Use the date range filter to zero in on activity within a particular month or week and compare it to the full season’s expectations. This is especially helpful for seeing if games are on track to finish or if weather or cancellations have caused delays. If your organization uses GL Codes for accounting, this report provides a clean summary of totals billed per program. Export the report to CSV to sort and total data across multiple programs or seasons for budget prep or board review.