What This Screen Does

This is where you build a custom report from scratch. Think of it like creating a personalised spreadsheet — you pick what data you want to look at, add tables to organise it, and then save it so you (or your whole team) can use it again later. Once saved, the report appears in your reports list ready to be opened at any time.

How to Get There

Open the dashboard.
In the left-hand menu, click Reports.
Click the + New Report button (or navigate directly to /reports/new).
You are now on the Create Report screen.

Step-by-Step Guide

At the top of the page, inside the toolbar card, you set the foundation for your report:

Data Source — Choose what kind of data the report should pull in (e.g. members, revenue, bookings). You must select at least one data source before the system can load any rows.
Date Range (From / To) — Pick the start and end dates for the data you want to include. This controls the time window of the report.

Field	Required	What to Enter
Data Source	Yes	Select one or more data sources from the dropdown. This tells the system which data to fetch.
From Date	Yes	The start date for the report period. Pick it from the date picker.
To Date	Yes	The end date for the report period. Must be the same as or later than the From Date.

Once a data source is selected and there are tables in the report, the system automatically fetches the matching rows.

2. Add Tables

Below the toolbar you will see an Add new table button centred on the page.
Click it to add a table to your report.
Each table is a block of data you can configure independently (choose columns, sort, filter within the table).
You can add as many tables as you need — click the button again for each additional table.
While data is loading you will see a skeleton placeholder so you know the system is working.

3. Configure Each Table

After a table appears, you can customise it:
- Choose which columns to display.
- Rearrange or remove columns as needed.
- Each table draws from the data source and date range you set in the toolbar.
Repeat for every table you have added.

4. Save the Report

When you are happy with your report, click the Save report button in the top-right corner of the page.
A dialog will appear asking you to fill in some details:

Field	Required	What to Enter
Name	Yes	Give your report a clear, descriptive name (e.g. “Monthly Revenue Summary”).
Description	No	An optional note explaining what this report is for.
Is Global	No	Toggle this on (default is on) to make the report visible to all administrative users. Turn it off to keep it private to you.
Type	No	Select a report type from the list if you want to categorise it. The available types come from the system’s predefined report types.

Click the Save button inside the dialog to confirm.
The system will create the report template and redirect you to the reports list.
You will see a success notification confirming the report was saved.

What Happens Behind the Scenes

You click "Save report"
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Save dialog opens — you enter a name, optional description, 
global visibility, and type
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You confirm by clicking Save in the dialog
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Form validates all inputs (name is required)
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API call: ReportsService.createReportTemplates({ body: dto })
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Server saves the report template and returns a confirmation
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Success notification appears
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You are redirected to the reports list (/reports)

Troubleshooting

“I clicked Add new table but nothing appeared”

The table template needs to be loaded before you can add tables. If the page just opened, wait a moment for the template data to finish loading.
Try refreshing the page. If the problem continues, check your internet connection.

“The report is not loading any data”

Make sure you have selected at least one Data Source in the toolbar. Without a data source the system has nothing to fetch.
Check that your date range makes sense — the From Date should be before or equal to the To Date.
If you just opened the page, the data may still be loading. Look for the skeleton loading indicator — it means the system is working on it.

“The Save report button opens a dialog but I cannot save”

The Name field in the dialog is required. Make sure you have typed a name for your report.
If the Save button inside the dialog is still not responding, check that you have at least configured a data source and added one table so there is something meaningful to save.

“I saved the report but I cannot find it in the list”

If you turned off the Is Global toggle, the report is private to your account. Make sure you are looking at your own reports, not the shared/global list.
Try refreshing the reports list page.
If you are logged in with a different account than the one you used to create the report, you will not see private reports.

“I get an error when I try to save”

A red error message should appear with details. Read it carefully.
Common causes include: no internet connection, a server timeout, or a duplicate report name.
Try again after a few moments. If the error persists, contact your system administrator and share the error message.

Data sources are loaded from the server when the page opens. If the dropdown is empty, try refreshing the page.
If the problem continues, your account may not have permission to access report data. Contact your administrator.

“The tables are showing but the rows are empty”

Empty rows usually mean there is no data matching your selected data source and date range.
Try widening the date range or selecting a different data source to confirm data exists.
If you believe there should be data, check that the correct gym/location is selected in your dashboard settings.

“I want to remove a table I added by mistake”

Look for a delete or remove option on the table element itself (usually an icon button).
If you have made many changes and want to start over, refresh the page — this resets the report builder to a blank state. Note that any unsaved work will be lost.

Create a New Report