Reports, reconciliation, and data export
Check your takings each day
- Compare the day's booking totals with the payments in your Stripe or Square account for the same day.
- Look over bookings that failed, were cancelled, were refunded or are unpaid, and bookings you recorded as paid by hand.
- Check that taxable bookings show tax, and that any event without tax is meant to be tax exempt.
- Before each event, check how many of each add-on were booked, so you have what you need.
- Check gift card uses, the balances left on them, and how class passes are being used.
- Look at how promo codes are being used, in case one is used far more than you expected or misused.
- Use the activity log to see who changed bookings, settings, gift cards or promo codes.
Reports
Reports help you with your money, your day-to-day running and your records. Owners can see them, and so can any admin the owner gives access to.
Revenue
Your income, with the booking and payment behind each amount. Gift card sales are included as lines in the period total. The value of free (complimentary) bookings shows in its own Comp column, and is kept out of the money totals.
Tax remittance
Tax by rate and location, to help you file your tax return.
When you lose a payment dispute (a chargeback) on a booking, a gift card or a private event, the tax inside the money the bank took back shows as Tax relief on chargebacks, in the period the dispute was lost. It is never taken off the tax you owe. Claim it only where your tax authority allows bad debt relief.
Complimentary
Everything you gave away in the period. That covers comped bookings, gift cards issued without payment and promo codes that took 100% off. It also shows the value still left on your gift cards, which you still owe your customers.
Bookings
Your bookings, with their status, totals, customers and events.
Schedule
Your schedule of events, for planning staff and running the day.
Attendance
For each event, how many spots were booked and how many people checked in, with the no-show rate.
Booking insights
How your own customers book. How far ahead they book, in what group sizes and at what time of day, how often and how late they cancel, how full your classes run, and how much of your business comes from private events and gift cards. Every percentage shows the bookings behind it. Test bookings, free bookings, failed payments and bookings made by your own team are left out.
Customers
Your customers and their bookings, for following up and marketing.
Referral sources
How customers heard about you, ranked by count for the period.
Gift cards
Gift cards issued and used, the value left on them, and class pass details.
Promo codes
How often each discount was used, and how each campaign did.
Abandoned checkouts
Customers who reached the payment step and did not finish, with what they were trying to book and why it did not go through. You can add your own follow-up note to each line, and archive it once you are done.
Waivers
Who accepted each waiver, for your records and any legal questions.
Outstanding balances
Everything customers owe you right now. That covers pay-on-site bookings, part-paid courses and private events with a balance still due. Each line links to the page you record the payment on. Quotes still waiting for a deposit are listed separately and are not counted in the total.
How comped bookings are valued. On the complimentary report, a fully comped booking (payment method "Complimentary") counts at its list price before tax. That is the subtotal minus any discount, with no tax. If the booking's price included tax, that tax is taken out. A booking that collected some real money before the rest was waived is labeled Partial waiver. It counts only the amount waived, and the money actually collected stays in the Revenue report.
Winning back a lost sale. On the abandoned checkouts report, the attempts column is what to read first. Someone who tried once probably changed their mind. Someone who tried four times in three minutes wanted to buy, and their bank kept refusing the card. A short, friendly note suggesting they try a different card often wins that booking back.
Working the list. Open the … menu at the end of a line and choose Add note to record what you did (“called, rebooking in October”), so whoever picks the report up next is not ringing the same customer twice. The note then shows in the Follow-up column. When a line is finished with, whether you won the booking back or gave up on it, choose Archive from the same menu and it drops off the list. Archived lines are not deleted. Show archived shows them again, and Restore puts one back on the list. Notes and archive dates are included in the CSV export.
Export all your data
Every report above exports to CSV on its own, for whatever date range you picked. If you want the lot in one go, Settings → Data export downloads every report at once, with no date filter, as a single ZIP file of CSVs.
Use it to move to another system, hand your accountant a complete set of figures, or keep your own backup. The ZIP contains one file per report (revenue, tax, bookings, schedule, attendance, customers, gift cards, promo codes, waivers, and referrals) plus a README.txt explaining what each one holds. Every file opens in Excel, Numbers, and Google Sheets. The complimentary report is not part of the ZIP. Export its CSV from the report page itself.
- Owners only. Admins and staff cannot run the export or see the page.
- It covers everything. All your records from the beginning, through to your furthest scheduled event.
- It is recorded. Each export writes an entry to your audit log, so you can always see who took a copy and when.