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Customer Reports
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 5 months ago

DaySmart Recreation provides the following Customer Reports for better understanding your customers. Click on any report link below to view a sample output of the given report.

Customer Search Search for customers.

Customer Search & Email Search and filter customer names to create a list for email marketing.

Daily Checklist Daily operational items that need to be addressed by facility.

Duplicate Customer View duplicate customers by name and birth date.

Expired Membership Expired memberships for current season.

Gift Card Balances Current gift card balances.

Instructor Roster Roster by location, season, instructor or team.

Memberships All memberships by customer.

New Customers Customer email addresses for classes, camps, events or teams.

Pass Report Passes and punch cards by customer.

Profile Custom Fields Custom field values used in customer profiles.

Retention Retention between seasons for classes or teams.

Stats Player statistics by season or date range.

Suspensions Suspension details by customer. Dash report.

Suspended Customers Suspended customer details by date of suspension or end of suspension. Jasper report.

Waivers Waiver signatures and version history.

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Customer Search Report

Use this report to search for customers.

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Customer Search & Email Report

Use this report for searching and filtering customer names in order to generate lists. These lists can be used when sending emails for marketing campaigns or other operational email needs. More info

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Daily Checklist Report

This report shows operational items to address at a location.

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Duplicate Customer Report

Use this report to identify duplicate customer profiles based on name and birthdate.

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Expired Membership Report

Use this report to identify expired or unpurchased customer memberships for the current season based on facility and birth date.

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Gift Card Balances Report

This report shows current balances for outstanding gift cards.

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Instructor Roster Report

This report shows all class rosters for instructors. Filter by class season and day of week; search in report for instructor.

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Memberships Report

This report shows all memberships in your system. Use it to find expired members and to generate a list of monthly auto-billing customers.

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Here's a line from the CSV format file:

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New Customers Report

This report shows new customers of specified programs within a given date range.

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Pass Report

This report shows passes and punch cards by customer.

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Profile Custom Fields Report

This report shows custom field values used in customer profiles.

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Retention Report

This report shows retention between seasons for classes or teams.

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Stats Report

This report shows player statistics by season or date range.

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Suspensions Report

This report shows suspension details by customer and the start or end date of a given suspension.

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Suspended Customers Report

This report shows current and past customer suspensions.

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Waiver Report

This report shows customer waiver signing history.

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