Monthly Reporting

Reporting Module

Monthly reporting enables us to have a good overview of what is happening at our Clubs. It gives us

accurate numbers so we can compare our performance month to month as well as see how we are

tracking against other clubs. It’s a fantastic source of information to provide meaningful data to

reflect what is happening in our Club operations.

Contents

Daily Sales ............................................................................................................................................... 3

Aged Debtors Listing By Location ........................................................................................................... 4

Current Contracts .................................................................................................................................... 5

Centre Attendance Breakdown............................................................................................................... 6

Booking / Enquiries By Date .................................................................................................................... 7

Booking Charges vs Paid Report ............................................................................................................. 9

Class Outstanding Accounts .................................................................................................................. 11

Session Customer Attendance .............................................................................................................. 12

Daily Sales

POS

Daily Sales Total of all products and services sold in Links in month

Point of sale > Reports > Daily Sales

- Input first day / last day of month

- Select ‘Preview’ or ‘Export’

Watch

training

video

Aged Debtors Listing By Location

Invoices

Aged Debtors Listing By Location Clients and Customer account balances

Point of sale > Reports > Invoices > Aged Debtors Listing by Location

- Input last day of month

- Show Accounts: Clients and Customers

- Select ‘Preview’ or ‘Export’

Watch

training

video

Current Contracts

Memberships

Current Contracts Current club members

Memberships > Status > Current Contracts

- Tick box ‘Show Summary Only’

- Tick box ‘Club Memberships’, and ‘Select All’

- Select ‘Preview’ or ‘Export’

Watch

training

video

Centre Attendance Breakdown

Centre Attendance Breakdown

Attendance Breakdown Frequency of visits of all memberships

Centre > Centre Attendance Breakdown

- Select first / last day of the month

- Select ‘Preview’

- Use data of total visits for Memberships, and total attendance in Classes

Watch

training

video

Booking / Enquiries By Date

Facility

Bookings/Enquiries By Date Number of hours booked

Facility > Bookings/Enquiries By Date

- Select first / last day of the month

- Select ‘Bookings Only’

- Tick box to include all facilities

- Select ‘Preview’ or ‘Export’

- Total number of hours booked is displayed at the end of the report

Watch

training

video

Booking Charges vs Paid Report

Facility

Booking Charges vs Paid Report Unpaid or owing booking charges for ‘customers’

Facility > Booking Charges vs Paid Report

- Select first / last day of the month

- Tick box ‘Customers’

- Select ‘Preview’ or ‘Export’

Watch

training

video

Class Outstanding Accounts

Classes

Class Outstanding Accounts Amount owing for class bookings

Classes > Financial > Class Outstanding Accounts

- Select ‘Separate Students Account by Class Type and\or Class Day

- Select ‘Current Bookings only’

- Select all ‘Class Types’

- Select ‘Preview’ or ‘Export’

Watch

training

video

Session Customer Attendance

Sessions

Session Customer Attendance Session attendance in Club for month all sessions

Sessions > Session Customer Attendance

- Select first / last day of the month

- ‘Select All’ Session Categories

- Select ‘Preview’ or ‘Export’

Watch

training

video