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Which report answers my question?

For admins and managers with report access: start from your question and find the report that answers it.

Each report has its own article. This one starts from your question and points you to the right report.

Find the right report

Your question Report Filters and tips
How much revenue did we make this month? Sales Date range
What sold today, item by item (including concessions)? Orders report Filter by payments card and cash
Which memberships did each staff member sell? Balances Report Filter by product type
Who cancelled their membership this month? Membership Analytics Cancellations
Which members have a balance, with their emails? Balances report Filter by Unpaid and product type
Who signed up for camp, and which staff member registered them? Balances Report Product Type
Which credit passes were bought, with buyer emails? Balances Report Product Type
What did each instructor teach? Payroll report date range, staff
What was our inventory on a past date? Inventory Report  
Who's on the waitlist? Waitlist Export

Why Membership Analytics and Sales show different totals

Membership analytics counts all members, paid, unpaid, discounted, etc and Sales report shows collected money.

Payroll report

  • A lesson is on the calendar but not in payroll: The event has not been assigned to the staff's payroll on their profile or the lesson is not checked in.

What no report does yet

There's no report yet for discounts report and unused sessions report. Send the request to support so Product can track demand.

Related: every report article · Upper Hand AI