Reports & Insights

Analyze revenue by period

Analyze charges, refunds, and net revenue from classes, services, courses, and packages over any date range.

1

Open the Revenue report

Click Reports in the sidebar, then select Revenue in the report navigation.

The summary cards show Charges, Refunds, Net revenue, and Package revenue, with comparisons against the preceding period of the same length.

2

Choose the reporting period

Use the date-range filter to choose a preset or custom range. Choose whether charts group results by day, week, or month.

Use Location and Staff when you need to isolate one branch or instructor. Click Reset to return to the default filters.

3

Filter revenue type

Choose All, Class, Service, or Course as the revenue type. Summary metrics, the trend chart, the revenue-type breakdown, payment mix, and location and staff tables update together.

Hover over chart points or segments to read the exact values for the selected period.

4

Read the breakdowns

Use the Revenue trend to compare charges, refunds, and net revenue. Then review Revenue by revenue type, Payment mix, By location, and By staff to see where revenue came from.