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Must know
  • Reports must be on your plan. If you don’t see Reports in the sidebar, it isn’t turned on for your club.
  • Money reports need View Financials. Staff without it don’t see those report types.
  • Some tabs need their own feature, such as the Store, Gift Cards, Training, Memberships, Event Ticketing or Time Tracking.
  • Four tabs are printable: Payment Receipts, Sign-In Sheets, Evaluation Sheets and Class Lists.
Where to find it. Click Reports in the sidebar. The page reads “Business reports for your organization. Choose a report type to get started.” and lists report types in a table (Report, Description, Category and a Reports count), with a Table / Cards toggle. Who sees what. You see only the reports your club’s features and your permissions allow. Ones marked “Any staff member” below need no extra permission. A type with nothing you can run is left off the list. Click a type to see its reports as tabs. If you can run only one of them (always true for Memberships and Staff Hours), it opens straight to that report. Money reports in more detail. See Which reports show revenue, tax, and receivables?, and for the two gift card tabs, How do I use the Gift Cards and Gift Card Activity reports? Payment Reconciliation needs only View Financials. Its Separate by season toggle appears when your club has the Seasons feature. For Staff Hours, see How do I see staff hours and estimated gross pay?. Printable tabs. Four tabs list records you search and print one at a time, instead of a table you export. Click Print on a row and the sheet opens in a new tab.
  • Payment Receipts (Tax & Receipts): search by invoice number or guardian.
  • Sign-In Sheets (Attendance): search by program name and find the session. Tick Include medical info or Include custom answers if you need them.
  • Class Lists (Attendance): one program, with a column for every session. Set Sessions from and Sessions to, or leave both blank for every session. You can tick Show previously recorded attendance, Sign In / Sign Out columns and One page or tab per group. Click Excel to download the list instead.
  • Evaluation Sheets (Evaluations): search by athlete name. Each sheet is one athlete’s evaluation. Reports has no whole-class evaluation sheet.
For the full walkthrough, see How do I print sign-in sheets and class lists? Athlete details and guardian contacts together. No report lists athletes alongside their guardians’ email and phone. Run Members > Participants for athlete details such as Birth Date, Gender, Status, Member ID and Joined, and Members > Guardians for each guardian’s Email, Phone and number of Athletes (needs View Families). Export both and match them up in a spreadsheet. Filtering and exporting. Every report with a table filters and exports the same way: see How do I run, filter, and export business reports? Related: How do I run, filter, and export business reports? · Which reports show revenue, tax, and receivables? · How do I save and share a report view? · How do I see gift-card balances and reconcile my outstanding liability?