How to Filter by Active Subscription Type in the Visit Totals Per Client Report

This guide shows how to filter the Visit Totals Per Client report by active subscription type in your Exercise.com for Business account. For more reporting tools and insights, see the Reports page on our platform.

1. Click the Account Menu

Click the Account menu to begin.

2. Open Reports

Select Reports to open the reporting dashboard.

3. Open the “Visit Totals Per Client” Report

Click Visit Totals Per Client to open the report. This report lists active clients and their total visits within your selected time frame. Total visits exclude canceled and no-show visits.

4. Use the Subscription Type Filter

Click Subscription Type to choose which active subscription category you want to filter by.

5. Choose an Active Subscription Type

Select one of the available active subscription types to refine the results:

• Active – Pending Cancellation: Show clients with subscriptions pending cancellation.
• Active – Renewal Paused: Show clients with renewals currently paused.
• Active – Renewing: Show clients with subscriptions in a renewing state.
• Scheduled for Future Start: Show clients with subscriptions set to begin in the future.

6. Refresh the Report

Click Refresh Report to apply your filter selection and update the results.

7. Export or Print

• Export Report: Download a file for external analysis or record-keeping.
• Print: Print the filtered report directly.

You’ve successfully filtered the Visit Totals Per Client report by subscription type. Use these filters to analyze client activity, and export or print your results for deeper insights.