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