Reports & Insights

For: Owners, Managers, Front-desk Staff & Instructors

See how your studio is doing at a glance — revenue, members, attendance, and retention — and get plain-English insights on what to act on. The Dashboard is your daily snapshot; Reports is the deep dive; Insights tells you where to look.

Key Concepts

Concept Description
Dashboard Your studio at a glance — headline numbers and trend charts on the home screen.
Reports Detailed, tabbed views of revenue, membership, attendance, retention, classes, and retail — each exportable as CSV.
Insight A plain-English callout of something worth your attention, with a recommended action and a shortcut to act.
Period The time window for the numbers — 7d, 30d, or 90d.
CSV export Download any chart or table as a spreadsheet with the CSV button.

How it works

  1. Open the Dashboard for the headline numbers over your chosen period.
  2. Dig into Reports when you want detail — pick a tab, set the period and location, and export what you need.
  3. Check Insights for what to act on — each insight links you straight to the relevant screen, and can even become an automation.

Where to find it

  • Dashboard (Overview → Dashboard): the home screen. Everyone on staff sees it.
  • Reports (Insights → Reports): the tabbed deep dive, including the Insights tab. Owners and managers.

Learn More

  • The dashboard — headline numbers and trend charts
  • Reports — the tabbed deep dive and CSV export
  • Insights — what to act on, and turning an insight into an automation
  • Examples — real-world ways to use your numbers
  • Related: Automations