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Must know
  • Export: click Export, pick CSV or Excel and your columns, then Download. One file holds up to 25,000 rows and follows your filters, search and sort.
  • Dates follow your club’s time zone, and the date range you pick carries across tabs and reloads.
  • Row limit: a report that hits its limit shows This report hit its row limit and marks affected cards Partial. Narrow the dates or filters.
  • Reports must be turned on for your club. Some also need a feature (such as Training or Store) or a permission (such as View Financials). There are no scheduled or emailed reports.
Where to find it. Click Reports in the sidebar. Report types are listed in a table, with a Table / Cards toggle. You only see types with a report you can run. For what each report shows, see the report catalog.
1

Pick a report

Click a type, such as Registrations. Several reports appear as tabs. A single report opens straight away.
2

Set dates and search

The date pickers sit at the top, labelled for the report (for example Registered from and Registered to). Aging reports use one as-of date. Type 2 or more characters in Search to narrow the table rows. Summary cards and the chart ignore the search.
3

Narrow with Filters

Click Filters to open a side panel. Changes apply as you make them. Clear all resets them and Done closes the panel. Most pickers take several choices.
4

Sort and page

Click a column header, then choose Asc or Desc. Tables open at 100 rows per page. The pager also offers 25 and 50.
5

Export

Click Export. Choose a Format, tick columns under Columns (table and export), then click Download. Download stays off until you tick a column. The same ticks set the table’s columns. Your choices are remembered per report in this browser.
Example: registrations by date. Go to Reports > Registrations > Registrations. It lists enrollments by their Registered date, for the last 90 days at first. Change the two dates, then open Filters and pick an Enrollment Status: Active, Waitlisted, Paused, Cancelled or Completed. Time zone and dates. Date ranges start and end at your club’s midnight, and monthly totals use the same zone. The range survives a reload and follows you between tabs. A search stays on the tab where you typed it. Row limits. When a report hits its limit, the table, chart and any Partial card cover only the rows loaded. A cut-off export says Export capped at 25,000 rows. Narrow the dates or filters, then export again. Notes and errors. Some reports show a Heads up note above the filters explaining what they count. If a report can’t load, you see Failed to load report and No report data available. Change the filters or reload. Policies / Waivers. This report adds Excel + signed PDFs, with every column. Large archives are prepared in the background. Come back and click Download archive under Latest archive within 24 hours. A report at its row limit can’t be archived. Print. Payment Receipts, Sign-In Sheets, Evaluation Sheets and Class Lists are print tabs. Click Print on a row to open the sheet in a new tab, then click Print on the sheet. See printing sign-in sheets and class lists. Saved views. The Views button next to Export saves your filters, search and columns. See saving and sharing views. Related: Which reports are available, and what does each one show? · How do I save and share a report view? · Which reports show revenue, tax, and receivables? · How do I use the Analytics dashboard?