The Carts report shows you the open cards your clients have left behind: what is in them, what they are worth, and who to follow up with. It replaces the Basket report in the back office.
New to Reports? How to use a Report covers the buttons and controls.
It helps you answer questions like:
How much revenue am I leaving on the table in abandoned carts right now?
Which clients have the largest unpaid carts, so I know who to call first?
What are people putting in their carts and not buying?
Are abandoned carts going up or down compared with the same period last year?
Which of these clients already have a class booked, and which have gone quiet?
What this report replaces
This report replaces the back-office Basket report.
Everything that report showed is here, plus two columns it never had: Number of Items and Created At.
Before you read the numbers
The reporting period. The date range filters on when the cart was created, not when the client last added something to it. The default is the last 6 months.
💡 This is the biggest difference from the back office. The old report had no date range at all: it always showed every open cart, however old. Here you are looking at a period, so your totals will normally be lower than you remember, and older carts will not appear until you widen the range.
The comparison. Each KPI box compares the period you have selected against the equivalent earlier period, so you can see whether abandoned carts are growing or shrinking.
What's always excluded. Four kinds of cart never appear, whatever you filter on. If your count looks lower than expected, this is almost always why:
Carts that have already been paid for.
Carts opened by a staff member at the till (quick sales).
Carts belonging to a staff or manager account rather than a real client.
Empty carts. A cart with nothing in it is not shown, not even with a zero total.
⚠️ If your studio is set up to clear abandoned carts automatically after a number of days, that clear-out empties the cart rather than deleting it. An emptied cart drops out of this report, including for periods in the past. So a period you looked at last month may show fewer carts today.
What a row means
One row is one open cart, which in practice means one client. A client can only have one open cart at a time, so a client never appears twice.
The KPIs
KPI | What it shows |
Total Cart Amount | The combined value of every open cart created in the period, including VAT / sales tax. |
Number of Clients | How many different clients have an open cart from the period. |
Number of Items in Cart | The total number of items across all those carts. |
Average Price per Cart | The average value of one open cart, including VAT / sales tax. |
Columns
Column | What it shows |
Client Name | The client who owns the cart. Click the name to open their profile in the back office. |
Cart Amount | Total value of the cart, including VAT / sales tax and discounts. This is the full cart value, with gift cards and prepaid credit not deducted, so it is not always what the client would pay at checkout. |
Cart contents | The items in the cart, listed by name. |
Number of Items | How many separate lines the cart contains. |
Created At | When the cart was created. |
Client Email | The client's email address. |
Client Phone Number | The client's phone number. |
Client Previous Booking | The client's most recent past class, so you can see whether they are still active. |
Client Next Booking | The client's next upcoming class. Empty if they have nothing booked. |
Client Gender | The client's gender, as recorded on their profile. |
Client Date Joined | When the client joined your studio. |
⚠️ Client Previous Booking and Client Next Booking cover group classes only, so appointments are not counted. They also include bookings the client later cancelled, which means a date here is not proof they attended.
Filters
Filter | What it does |
Total Amount | Limits to carts in a value range, for example everything worth more than 100. |
Client Name | One or more specific clients. |
Client Email | One or more clients, by email address. |
Client Previous Booking | Clients whose last class falls in a date range. Useful for finding clients who have drifted away. |
Client Next Booking | Clients whose next class falls in a date range. |
Client Date Joined | Clients who joined in a date range, for example to look only at newcomers. |
Group By
Group by | Use it to answer |
Client | Which clients have abandoned the most cart value in total. |
Created At | Whether abandoned carts are building up over time. Choose the step: day, week, month, quarter or year. |
Grouped rows give you:
Summary column | What it measures |
Number of Carts | How many open carts fall into the group. |
Total Cart Amount | Their combined value, including VAT / sales tax. |
💡 Grouping by client is useful to see clients that have abandoned and rebuilt a cart several times over a period.
Matching your old back-office report
Basket
To reproduce it: set the date range wide enough to cover every cart you care about. The old report had no date limit, so no range matches it exactly.
Where your old columns are now. A / means the column does not exist on that side.
Name of the column in legacy reports | Name of the column in legacy Excel file export | Name of the column in the new report (and downloaded file) |
Name | Name | Client Name |
Price (incl. VAT / Sales Tax) | Total (incl. VAT / Sales Tax) | Cart Amount |
Basket items | Basket content | Cart contents |
Client Email | ||
Telephone | Phone | Client Phone Number |
Last booking | Previous booking | Client Previous Booking |
Next booking | Next booking | Client Next Booking |
Sex | Gender | Client Gender |
Sign up date | Date joined | Client Date Joined |
Studio | Franchisee | / |
/ | / | Number of Items |
/ | / | Created At |
What's different
The old report had no date range. It was a live snapshot of every open cart. This one always covers a period, so unless you widen the range to cover everything, you will see fewer carts and a lower total. This accounts for nearly every mismatch.
Downloading
The download gives you exactly what you are looking at: your columns, your filters, your date range, and the summary view if you are grouped. Available as Excel, CSV or PDF.
Data freshness
On Report pages, data is refreshed on an hourly basis.
Permissions
Access follows your existing back-office report permissions. Everyone who can see this report sees every establishment in your company.
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