Help CenterAPPROXIMATE TIME: 10 MINUTES
Now you've got your services/packages setup, clients added into your Customers list, and you're ready to start selling packages! But wait, you'll want to first be familiar with your Business Reports. Your reports can tell you the specifics you need to know about how your business is doing on Fitli, including sales, bookings, and attendance.
View your Available Reports
First, head to the reports section by clicking on "Reports" at the top toolbar. You'll see the available report options on the left side.
Here, you can see which report options are available, and the type of information you can obtain from each report:
Sales Report: How much money you've made per time period.
Disbursement Report: Check your deposits. This will only be available for businesses whose Usio Payment Status is ACTIVE.
Account Balances Report: View Account Balances for each client.
Bookings Report: How many clients are booking, and how they are booking.
Attendance Report: Attendance records for specific classes.
Payroll Report: Track and determine how much you need to pay your instructors. This will only be available if you activate the Payroll functionality for your business.
Reviews Received: View your business ratings and reviews.
Review your Sales Report
Initially, you will not have any entries in your Sales Report, since nothing has been purchased. However, after customers begin making purchases, or you begin selling memberships to clients, your sales data will populate here.
The Sales Report has 2 sections: "By Transaction" and "By Customer".
In the example above, you can see several test purchases we've entered for this business. Let's look deeper into the Sales Report.
Sales Report By Transaction
This section will show you the "Sales Report by Transaction". This will show all sales and refunds/voids completed for the business. You can filter this section by using the search box and by date by using the date picker. You can also use the pulldowns for "All Transaction Types" (Sales/Refunds), "All Funding Sources" and "All Items". The report will display in order by the date of the latest purchase. This will only display customers with sales activity during the selected time frame. You can click on any column name to sort by the column header you clicked on. Clicking on the header for "Customer" for example, sorts the Sales Report by Customer Name in ascending, then descending order by clicking it again. You can use the scroll at the top to navigate from left to right and vice versa. You can export this report by clicking the EXPORT button at the top right and use your preferred spreadsheet program (such as Excel, Google Sheets or LibreOffice Calc) to open the .csv file.
You have an option to request a refund for a customer's purchase. By default, customers are issued session credits when they are withdrawn from sessions, but occasionally you may need to process a refund. To do this, click the "Refund" link and enter the information about your requested refund. The refund will then show up on your sales report.
To read more about Refunds, read our comprehensive Refund guides:
Braintree: Requesting Client Refunds
USIO: Client Refunds and Voids
Sales Report By Customer
Sales By Customer > All Customers
This section will show you the "Customer Sales Report". This view will display any customers who made a purchase as well as those who have not made any purchase in a selected time frame. You can filter this section by using the search box and by date by using the date picker. You can also use the "All Customers" pulldown to change your view to customers with "Activity" and "No Activity". The report will display in order by the date of the latest purchase. Customers with no purchases will show n/a under the "Last Activity" column. You can click on any column name to sort by the column header you clicked on. Clicking on the header for "Customer Name" for example, sorts the "Customer Sales Report" Customer Name in ascending, then descending order. You can also export this report by clicking the EXPORT button at the top right.
Sales By Customer > Activity
This section will show you the "Customer Sales Report" by Customer with "Activity". This will show customers who purchased drop-ins, packages, retail products etc etc. You can filter this section by using the search box and by date by using the date picker. The report will display in order by the date of the latest purchase. This will only display customers with sales activity during the selected time frame. You can click on any column name to sort by the column header you clicked on.
Sales By Customer > No Activity
This section will show you the "Customer Sales Report" by Customer with "No Activity" or purchases. This section will help you determine which of your customers who you need to contact to promote your classes/appointments. You can filter this section by using the search box and by date by using the date picker. You can click on any column name to sort by the column header you clicked on.
Check your Disbursement Report
The Disbursement Report summarizes the amount of funds that will be deposited to your account on each day and shows all the transactions that are part of that disbursement. This report will show Card and/or ACH disbursements (if you accept ACH payments). Click HERE for a comprehensive guide.
This report is only available for businesses whose Usio Payment Status is ACTIVE. To unlock this feature, activate payment processing and enroll! If you’re not enrolled, you can still check your disbursements/deposits from Braintree on your Sales Report. Click HERE for a detailed guide.
Review your client's Account Balances
You’ll likely want to check in on how your customers’ current account balances. To view a full list of all account balances, head to the "Account Balances" report, and see exactly which memberships are active on your customers’ accounts as well as how many sessions they have available for use.
In the example above, we can see that client Aaron Twite has 8 sessions left on his account for 10 Pack that will expire on 10/1/2023 while he has Unlimited per 1 month sessions on his account for Monthly Unlimited that will expire on 9/26/2023.
The report will display in alphabetical order. This will only display customers with active balances.
You can pull-up or show expired balances of your customers. To show expired balances, just click the "Show expired balances" link at the top right. The link will then change to "Hide expired balances". To hide expired balances, click the link again and it will then change to "Show expired balances".
You can also pull-up or show inactive customers. To show inactive customers, just click the "Show inactive customers" link at the top right. The link will then change to "Hide inactive customers". To hide inactive customers, click the link again and it will then change to "Show inactive customers" again.
You can filter this section by using the search box. You can click on any column name to sort by the column header you clicked on. You can export this report by clicking the EXPORT button at the top right and use your favorite spreadsheet program like Excel to open the .csv file.
Review your Bookings Report
Your Bookings Report shows WHO is booking WHAT for your business.
The Bookings Report has 2 sections: "By Transaction" and "By Service".
Bookings Report By Transaction
This section will show you "Bookings Report By Transaction". In the example below, you can see entries for each time a client books into a class or appointment. We show HOW they booked, using a drop-in purchase or a purchase from a package or membership. Any canceled or refunded sessions will also appear here. You can filter this section by using the search box and by date by using the date picker. You can click on any column name to sort by the column header you clicked on. You can export this report by clicking the EXPORT button at the top right and use your favorite spreadsheet program like Excel to open the .csv file.
Bookings Report By Service
Bookings By Service > All Services
This section will show you Bookings Report "By Service". This report will update to add booking data for all sessions that have already occurred. Data from sessions that are in the future will not be accounted for on this report. The report will also show revenue collected for each service during the selected time period. Revenue for drop-ins will be calculated as the entirety of the drop-in fee while revenue for customers who book in using a package or membership will be calculated according to the actual or estimated gross revenue per session as set up for the package/membership in "Admin".
The report will show data for both classes and appointments. You can filter this section by using the search box and by date by using the date picker. You can click on any column name to sort by the column header you clicked on. You can export this report by clicking the EXPORT button at the top right and use your preferred spreadsheet program (such as Excel, Google Sheets or LibreOffice Calc) to open the .csv file.
Bookings By Service > Class
This section will show you Bookings Report By Class or Group classes. You can filter this section by using the search box and by date by using the date picker. You can click on any column name to sort by the column header you clicked on.
Bookings By Service > Appointment
This section will show you Bookings Report By Appointment or 1-on-1 private sessions. You can filter this section by using the search box and by date by using the date picker. You can click on any column name to sort by the column header you clicked on.
Review your Attendance Report
The Attendance report is where you can track WHO is showing up to your classes and appointments. If during the service creation process, you turned ON the ability to check-in clients for your services, then this report will show additional information on customers and check in's to your sessions. Services whose check-in feature are turned off will show as n/a under the "Total Check-Ins" and "No Shows" columns.
The Attendance Report has 2 sections: "By Session" and "By Customer".
Attendance Report By Session
Attendance Report By Session > Booked Sessions
This section will show you the Attendance Report By "Booked Sessions" only. You can filter this section by using the "All Professionals" pulldown and by date by using the date picker. You can click on any column name to sort by the column header you clicked on.
Attendance Report By Session > All Sessions
This section will show you the Attendance Report By "All Sessions", booked and unbooked. You can filter this section by using the "All Professionals" pulldown and by date by using the date picker. You can click on any column name to sort by the column header you clicked on.
Attendance Report > By Customer
Attendance Report By Customer > All Customers
This section will show you the Attendance Report By "All Customers", those who attended the sessions and those who did not show up. You can filter this section by date by using the date picker. You can click on any column name to sort by the column header you clicked on. You can export this report by clicking the EXPORT button at the top right and use your favorite spreadsheet program like Excel to open the .csv file.
Attendance Report By Customer > No Shows
This section will show you the Attendance Report By "No Shows", customers who booked sessions but did not show up. You can filter this section by date by using the date picker. You can click on any column name to sort by the column header you clicked on.
View your Payroll Reports
The Payroll report is where you can track and determine how much you need to pay your instructors. This will only be available if you activate the Payroll functionality for your business.
You can filter this section by using the pulldowns at the top and by date by using the date picker. You can click on any column name to sort by the column header you clicked on. You can export this report by clicking the EXPORT button at the top right and use your favorite spreadsheet program like Excel to open the .csv file.
To know more about the Payroll feature, click HERE.
View your Reviews
After each class or appointment booking, we provide users with a popup message asking them for a brief review or feedback on the trainer and class. Once users start providing you with feedback, we display their feedback here. These reviews also show up in the list of search results for your business - more reviews the better!
-> Now, on to Step 6 of the Setup Guide - Booking a Customer and Making your First Purchase