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