Reports overview

Use Reports to answer a specific operational question, review the supporting records, and export or print the result when that report provides an output option.

#Before you begin

Decide the question, date range, and part of the studio you need to measure.
Confirm that the signed-in login group should have access to the data.
Expect report availability and export choices to vary by studio and role.
Treat downloaded files as studio records; store and share them appropriately.

Important: A report is only as complete as the records and filters behind it. Empty results do not necessarily mean the studio has no matching activity.

#Open a report

Select Reports in the left navigation to expand the report list.
Select the report that best matches your question.
Review the default dates and filters before relying on the result.
Apply one filter at a time when you are investigating an unexpected total.
Use the report's print or export control only after confirming the result set.

The verified a test studio administrator view offered 69 report destinations. Student Eligible Classes was not shown because its feature flag was off. A studio's list can also be reduced by permissions and by the report surfaces enabled in its version.

Reports catalog showing representative reports from Attendance at a Glance through Daily Totals with descriptions and Open controls. — Use the Reports catalog descriptions to choose the report that best matches the question you need to answer.

Classes report filter form with dates classes roster mode enrollment status grouping and Show Report PDF and Excel controls. — Choose report filters and an output format before generating the Classes report.

#Choose a report by question

The examples below are a starting point. Similar reports can group, date, or value the same records differently.

Question	Reports to consider
Who attended, is enrolled, or is waiting?	Attendance at a Glance, Attendance by Sales Item, Students Enrolled, Waiting List, Roll Sheet
What is scheduled for a student or instructor?	Student Schedule, Instructor Schedule, Upcoming Classes, Lessons Remaining
Which clients may need follow-up?	Clients at Risk, Cancellations, Retention, Duplicate Accounts, Birthdays
What does a client owe or what happened on an account?	Outstanding Balances, Client Statements, PDF Ledger, Payment Receipt, Payment Receipts Log, Unapplied Payments
What income or sales activity occurred?	Daily Totals, Gross Income Summary, Income By Class, Revenue Explorer, Sales, Sales by Category
What should be reviewed before payment processing?	Auto Payments Details, Expiring Credit Cards, Not In Season Payments, Not Paid Lessons
How are instructors and staff time represented?	Individual Instructor Hours, Instructor Hours, Staff Time Clock, Staff Totals, Staff Payroll Commissions
What inventory or package value remains?	Inventory Remaining, Inventory Sales, Remaining Sales Items, Purchases by Staff
Which forms or answers are complete?	Financial Agreement, Signed Waivers, Poll Answers
How are classes performing?	Class Profitability, Utilization Tracker, Number of Classes, Recently Added Classes, Category Summary

#Work with filters

Reports can use different combinations of:

start and end dates;
season, class, category, program, location, or instructor;
client or student status;
payment, purchase, inventory, or enrollment state;
sorting, search, and page size.

Read the labels on the selected report rather than assuming that two similarly named reports use the same date field. For example, a payment date, charge date, class date, purchase date, and enrollment date can produce different results for the same calendar range.

Attendance at a Glance filter panel with genre program level instructor date range Group by Schedules Get List and Excel controls before loading results. — Choose report dimensions and a date range before loading or exporting Attendance at a Glance.

Category Summary filter panel with charge categories start and end dates payment cut-off exclude-after-end option and Get List PDF and Excel controls before loading results. — Review the date range payment cut-off and exclusion rule together before generating Category Summary.

#Confirm the result

Before sharing a report:

Record the report name and filter values.
Open at least one linked source record when the report provides a link.
Compare a small known sample with its client, student, class, purchase, or ledger page.
Check whether totals cover the visible page or the complete filtered result.
Export only after the on-screen sample makes sense.

For an important financial decision, compare the result with the relevant ledger or payment history rather than treating one report as the only source of evidence.

#Use the report-family guides

The complete Reports menu is intentionally not compressed into one long list of button-by-button instructions. Use the family guide that matches the underlying records:

Each guide explains how to choose a report, reconcile a small sample with its source records, protect exports, and recognize totals that answer different questions. Individual high-use reports will receive their own procedures after their calculations and outputs have been tested with controlled data.

#Specialized and internal reports

Some destinations are designed for a particular output, such as PDF List, PDF Outstanding Balance, PDF Ledger, Payment Receipt, or Mailing Labels. Others may be migration or support tools rather than ordinary studio workflows. Document those separately from customer-facing operational reports.

#Troubleshooting

#A report is missing

The report may be disabled, unsupported in the current interface, hidden by a feature flag, or unavailable to the signed-in login group. Ask an owner or administrator to compare permissions and studio settings.

#The report is empty

Clear optional filters, widen the date range, and confirm that the source records use the expected dates and statuses. Then test one known record.

#A total does not match another report

Compare the exact date field, included statuses, grouping, and treatment of voided, archived, unpaid, unapplied, or out-of-season records. Similar report names do not guarantee identical rules.

#The download looks different from the page

Confirm whether the export includes all filtered rows or only a specialized print layout. Record the report and filters before escalating the discrepancy.