How to Generate Business Reports

Within your Gym Management Software platform, you’re able to generate a wide variety of Business Reports.

The different report types are Revenue, Group, Attendance, Staff and Clients. You can add any report to the favorites tab by clicking on the star icon next to the report.

Revenue

Balance Transactions
This report lists all the transactions that go in and out of your Stripe account balance. You can filter the data by date range.

Cancelled Subscriptions
This report lists all of the cancelled subscriptions on your platform. You can filter the data by date range and by groups.

Charges
This report lists all charges on your platform. You can filter by date range, staff member and coupon code.

Coupon Usage
This report lists all transactions that used a coupon. You can filter by date range.

Currently Paused Subscriptions
This report lists all subscriptions that are currently paused. You can filter by staff member, location, group and client.

Estimated Upcoming Charges
This report lists the estimated next payment for each active subscription. You can filter by staff member, location and client.

Location KPI
This report will show the average length of subscriptions for each location and the average revenue per account. The data time range is for all time and there is an option to filter by staff member.
Location KPI Report

Location Revenue
This report lists the aggregate revenue generated per location using Total Gross + Fees + Net Revenue for a location. Also shows the total clients for a location and the average client value. which is determined by the Net Revenue divided by the total number of clients. You can select a date range and filter by staff member and client.

Payment Plan Revenue
This report shows how many people have purchased each of your plans or packages (Stripe Payment Plans). You can select a date range and filter by a date interval of day, week, month or year.
Payment Plan Revenue Report

Platform Revenue
This report shows the revenue over time for the entire platform. You can select the date range and filter by day/week/month/year intervals.

Product Revenue
This report lists sales statistics for products. You can select a date range and filter by the product, product tags, and by date interval of day, week, month or year.

Sales and Business
This report gives an aggregate summary of session visits and total sales. You can filter by date range, service, staff member, location and client.

Service/Package Revenue
This report lists the aggregate revenue generated per package with services. You can select the date range and filter by categories, staff member, location, packages and client.

Subscriptions
Lists all subscriptions on the platform. You can select the date range and filter by location.

Taxes
Lists the total amount of revenue taken for a particular platform tax. Filter by date range.

Trialing Subscriptions
Lists all subscriptions that have trial periods. You can select the date range and filter by staff member, location, group and client.
Trialing Subscriptions Report

Group

Aggregate Revenue / Statistics
This report lists revenue and member statistics for a group. It shows how many months the average member is staying in the group during the specified time period. It also shows how many months the average removed member is staying in the group during the specified time period.
 Retention rate for members that were part of a free trial is also available. Filter by date range and group.


Group Member Business
This report lists revenue and membership metrics for a group. Filter by date range and group.

Group member Workout
This report lists member activity metrics for a group. Filter by date range and group.

Logged Workout
This report lists group members that have completed a workout. Filter by date range and group.

Members Left
This report lists users that have left or unsubscribed from a particular group. Filter by date range and group.

Started Week Plans
This report lists group members that have started a workout plan. Filter by date range and group.

Attendance

Attendance KPI
This report lists the number of visits in a time frame. Filter by date range and interval of day/week/month/year.

Client Packages
This report lists the user packages with services and client associated with them as well as payment information. Filter by service, staff member, location, package and client.

Itemized Recurring Sessions (Classes)
This report lists all recurring sessions. Filtered by date range, categories, service, staff member, location and client.

Itemized Visits
Detailed list of all visits. Filter by date range, service, staff member, location and client.

Session Types
This report lists the number of clients per session type (i.e. 1-on-1 or class). Filter by date range, service, staff member, location and client.

Session/Visit Overview
This report gives an overview of all session visits. Filter by date range, service, staff member, location and client.

Shared Packages
This report lists all user packages that are shared by multiple clients. Only packages that are active within the time frame will show. Filter by date range and package.

Staff

Export Exercises
List of your entire platform library.

Sales Commissions
This report lists all sales commissions based on the percentage specified for a specific staff member. Filter by date range.

Service Commissions
Gives detailed description of all staff member service commissions/revenue. Filter by date range, staff member and location.

Staff Member Plans Overview
This report lists the number of plans created for a particular trainer, new clients overall and revenue overall. Filter by date range and staff member.

Clients

Active Users
Shows how often users use the platform.
Active Users Report

Anniversaries
Report lists clients anniversaries and how long they have been a client. Filter by date range, staff member, location and group.

Assessments
Lists user assessments or lead assessments. Shows all clients that where assigned an assessment (either on their calendar or directly assigned to them) and whether it was completed. If a specific assessment is selected, you have the option to view all questions and answers for all completed assessments. You can filter by specific assessment, by group, location, staff member, client or by lead assessments.
Assessment Report

Birthdays
See at a glance clients birthday. Filter by date range, staff member, location and group.

Client Assigned Week Plans
Lists clients that have started or logged an assigned week plan. Filter by date range and group.

Client Seat License
Lists total users overall and users that have been added for a particular day. Filter by date range. Filter by date range.

Completed Calendar Assessment
This report lists whether or not a user has completed and assessment that was added to one of their client calendars. Filter by date range, staff member, location, group and assessment.

Custom Client Filters
Search for clients by status, staff member, custom status, group, workout plan, tags, profile field and phase.

Habit Compliance
Report shows habit compliance for all habits across all groups or users. The number of habits scheduled vs. the number of habits completed. Filter by date range, staff member, location, group, client, individual or aggregate. Individual lists each user (individual) or shows one row with all users stats in one.
Habit Compliance Report

Last Activity
This reports gives timestamps for the user’s last activity and last log in. Filter by date range and group.

Mailing
This report lists mailing information for clients and their status (active/inactive/frozen). Filter by date range, staff member, location and group.

Measurement KPI
This report lists a measurement’s average and change over time. Allows you to see how clients’ measurements are changing. Filter by staff member, location, group, measurement and client.

MIA
This report lists clients where any of the following are true: Has not logged a workout, has not logged in, has not checked in for a session, has not booked a session, has not completed a session and has not completed an assessment. Filter by location and MIA type.

Not Logged a Workout
This report lists users that have not logged a workout. Filter by group.

Rep Maxes
This report lists all rep maxes. Filter by staff member, location, group, exercise and client.

Waivers and Contracts
This report lists waivers and their signed or unsigned status. Filters by staff member, location and group.

Workout Compliance
This report shows workout compliance for all workouts across all plans or calendars (number of workouts scheduled vs. number of workouts completed). Filter by staff member, location, group and client. Also has the option to view individual or aggregate.

Updated on August 6, 2021

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