Reports: Purchases | bsport

The Purchases report is the record of everything you have sold: passes and products on invoices, gift cards, on-demand videos, shop stock and the discounts you gave away. It replaces eight separate back-office reports, spread across five views.

New to Reports? How to use a Report covers the buttons and controls.

It helps you answer questions like:

What did I sell last month, and what did it bill?
Which clients spend the most, and what do they buy?
How much of my gift card money is still sitting unspent?
Which videos are people buying, and are they watching them?
What is my shop actually making after what the stock cost me?
How much am I giving away in discounts, and on which promotion?

What this report replaces

This one report covers eight back-office reports. The Report control at the top switches between five views, and three of the eight are reached by grouping a view rather than by a view of their own.

Old report	Where it is now
Purchases	Purchases, ungrouped
Member's purchases	Purchases, grouped by Client
Purchased gift card	Gift Cards, ungrouped
Gift cards	Gift Cards, grouped by Gift Card Name
VOD purchases	On-Demand, ungrouped
Video on demand	On-Demand, grouped by On Demand Name
Webshop	Retail, grouped by Retail Name
Promotions	Discounts, ungrouped

Each one is spelled out step by step in Matching your old back-office reports below.

Before you read the numbers

Five views, one switch. The Report control moves between Purchases, Gift Cards, On-Demand, Retail and Discounts. They describe genuinely different things and share almost no columns, so nothing carries over when you switch. Set your filters again afterwards. Purchases is the default.

The reporting period. The date range applies to all five views, but each one anchors it on its own date: the invoice date on Purchases, the purchase date on Gift Cards and On-Demand, the date the stock moved on Retail, and the date the discount was applied on Discounts. The default is the last 6 months.

The comparison. Each KPI box compares the period you have selected against the equivalent earlier period.

Money includes VAT / sales tax everywhere unless the column says otherwise. Several money columns come in both forms.

Purchases

One row is one product line on one invoice. An invoice with three items on it is three rows. This is the view to use for "what did I sell", and it is deliberately finer than one row per invoice.

What's always excluded from this view.

Gift cards. They are sold like anything else, but they have their own view, so they are left out here to stop them being counted twice.
Placeholder invoices that carry no products at all.
Free lines, meaning ones with no list price and nothing billed.
Membership instalments that were cancelled before anything was ever paid on them.

The KPIs

KPI	What it shows
Number of Purchases	Product lines invoiced in the period.
Amount Invoiced	What those lines billed after discount, including VAT / sales tax.
Amount Discounted	What you gave away in discounts on them.
Number of Clients	How many different clients bought.

Columns

Column	What it shows
Short Invoice ID	A shortened form of the invoice reference. Click it to open the invoice in the back office.
Invoice Date	When the invoice was issued.
Product Name	The product billed on this line. Click it to open the product, where it has a page of its own.
Client Name	Who bought it. Click it to open their profile.
Client Email	Their email address.
Amount Billed	What this line actually billed, after discount, including VAT / sales tax.
Product Category	The category the product sits in. Blank for the kinds of product that have no category, such as coupons, fees and refunds.
Product Type	What kind of product it is: Group class Pass, Appointment Pass, Retail, Pack, Voucher, Account Balance, Fee, Discount or Refund.
Paid Amount	This line's share of what has actually been paid on the invoice. On a part-paid invoice the payment is spread across its lines in proportion, so it is not "this line was paid".
Tax	The tax rate applied to the line.
Product Price	The list price before any discount, including VAT / sales tax.
Amount Discounted	The discount taken off this line, including VAT / sales tax. Shown as a positive number.
Voucher Reasons	Why the discount was applied, such as `Promo code: SUMMER` or `Pack discount`. Where more than one applies they are joined with `+`. Blank when nothing was discounted.
Author Email	The staff member who created the invoice.
Amount Billed Excl Tax	Amount Billed with VAT / sales tax removed.
Billed Tax Amount	The tax in Amount Billed.
Paid Amount Excl Tax	Paid Amount with VAT / sales tax removed.
Payment Method	How the invoice was settled. It describes the whole invoice, so it repeats on every line of it.
Last Payment Date	The most recent payment received against the invoice.
Invoice Legal Identifier	The invoice's legal number, in whatever format you have set up.
Invoice Status	Where the invoice stands: Paid, Open, Draft, Refunded or Voided.
Invoice Paid Amount by Payment Method	What has been received on the invoice, split by method, such as `Cash: 20.00, Payment Card: 30.00`. It describes the whole invoice, so it repeats on every line and must not be added up.
Client Phone Number	Their phone number.
Client Gender	Their gender.
Client Sign-up Date	When they joined you.
Is First Purchase	True on a client's very first purchase with you.
Is From Membership	True when the invoice was raised by a membership. It describes the invoice, so a one-off item added to a membership invoice also reads True.
Billing Location	The billing location the invoice was raised under.
Venue Address	Address of the venue the invoice belongs to.
Staff Commission Fee	Commission due to the staff member who created the invoice, worked out from their commission rate and this line's billed amount, including VAT / sales tax.
Staff Commission Fee Excl Tax	The same with VAT / sales tax removed.
Franchise Fees	The franchise commission on this sale, including VAT / sales tax. It is your commission rate applied to the amount billed. This is an indicative figure: it is not deducted from Amount Billed, Paid Amount or any other column in this report.
Franchise Fees Excl Tax	The same with VAT / sales tax removed.
Bookkeeping Account Name	The accounting account the line is booked to. Only filled in if you use bookkeeping accounts.
Bookkeeping Account Number	Number of that account.

⚠️ Unpaid and reversed invoices are included. This view measures what you billed rather than what you took, so Amount Billed counts an invoice whether or not the money ever arrived. Paid Amount and Invoice Status are what tell you the difference. If you want a collection view rather than a sales view, use Reports: Invoices.

💡Is First Purchase looks at the client's whole history, not just the period on screen. Because gift cards are left out of this view, a client whose first ever purchase was a gift card has no row flagged as their first here.

Filters

Filter	What it does
Product Type	One or more kinds of product.
Product Category	One or more categories.
Product Name	One or more products, by name.
Amount Billed	A range of billed amount.
Product Price	A range of list price.
Amount Discounted	A range of discount, for example everything above 0.
Client Email	One or more clients, by email.
Author Email	Sales made by one or more staff members.
Billing Location	One or more billing locations.
Payment Method	Invoices settled one or more ways.
Last Payment Date	Invoices last paid between two dates.
Bookkeeping Account Name	One or more accounting accounts.

Group By

Group by	Use it to answer
Client	Who spends the most, and how much they have bought.
Invoice Period	How sales move over time.
Choose the step: day, week, month, quarter or year.
Product Name	Which products sell.
Product Type	Where your revenue comes from: passes, retail, packs.
Product Category	Which categories sell.
Author Email	Which staff members sell the most.
Invoice Status	How much of what you billed is still open.
Billing Location	How your sites compare.
Bookkeeping Account Name	Sales by accounting account.

Grouped rows give you:

Summary column	What it measures
Number of Purchases	Product lines in the group.
Amount Billed	What they billed, including VAT / sales tax.
Amount Billed Excl Tax	The same with VAT / sales tax removed.
Paid Amount	How much of it has been paid.
Paid Amount Excl Tax	The same with VAT / sales tax removed.
Product Price	Their combined list price, before discount.
Amount Discounted	What was given away in discounts.
Number of Clients	How many different clients are in the group.
Discount Rate	Discount as a share of list price, worked out across the whole group.
Payment Rate	Paid as a share of billed, worked out across the whole group.

Gift Cards

Set Report to Gift Cards. One row is one gift card someone bought, not one row per gift card in your catalogue.

💡Cards that were never activated, cards that have expired and purchases that were later reversed all appear, exactly as they did in the back office. Is Reverted, Is Expired and Activated At are how you tell them apart.

The KPIs

All four are about the cards bought in the period, so the last two keep moving after the period is over as the recipients spend them.

KPI	What it shows
Number of Gift Cards	Gift cards purchased in the period.
Total Purchase Amount	What those cards were bought for.
Consumed Amount	How much of their value has been spent so far.
Remaining Amount	How much of it is still outstanding.

⚠️ Remaining Amount is money you have taken but not yet delivered against. It is a useful figure to watch, and it falls over time without the period changing, so two exports of the same past month will not match.

Columns

Column	What it shows
Name	The name on the purchased card. Click it to open the card in the back office.
Number	Its sequential reference.
Gift Card Name	The gift card in your catalogue it was bought from. Click it to open that gift card.
Gift Card Card Type	Whether that gift card is sold at a set price, or lets the buyer choose the amount.
Gift Card Price	The price the catalogue gift card is listed at. Blank when the buyer chooses the amount.
Purchase Amount	What this card was actually bought for.
Consumed Amount	How much of its value has been spent.
Remaining Amount	How much is still left to spend.
Kind	digital or printable.
Purchased At	When it was bought.
Activated At	When it was activated. Blank if it never was.
Expiration Date	The date it runs out.
Gift Card Expiration Days	How many days a card bought from this gift card stays valid for.
Is Expired	True once the card is past its expiry date. False for a card that never expires.
Is Reverted	True when the purchase was reversed.
Buyer Name	Who bought it. Click it to open their profile.
Buyer Email	Their email address.
Buyer Phone Number	Their phone number.
Recipient Name	Who the card is for. Click it to open their profile. Blank until the card has been assigned to someone.
Recipient Email	Their email address.
Recipient Phone Number	Their phone number.
Recipient Gender	Their gender.
Source	Where the card was bought: the back office, your app, your website.
Bookkeeping Account Name	The accounting account the sale is booked to. Only filled in if you use bookkeeping accounts.
Bookkeeping Account Number	Number of that account.

Filters

Filter	What it does
Gift Card Name	One or more gift cards from your catalogue.
Buyer Email	One or more buyers.
Recipient Email	One or more recipients.
Purchase Amount	A range of purchase amount.
Consumed Amount	A range of value already spent.
Remaining Amount	A range of value still outstanding.
Activated At	Cards activated between two dates.
Expiration Date	Cards running out between two dates. Use it to see what is about to lapse.
Is Expired	Expired cards, or ones still good.
Is Reverted	Reversed purchases, or ones that stand.
Kind	Digital or printable cards.
Bookkeeping Account Name	One or more accounting accounts.

Group By

Group by	Use it to answer
Gift Card Name	Which gift cards in your catalogue sell, and how much of each is still unspent.
Buyer	Who buys gift cards from you.
Recipient	Who is receiving them.
Gift Card Card Type	Set-price cards against buyer-chooses-the-amount ones.
Kind	Digital against printable.
Is Expired	How much value has expired unused.
Purchased At	When cards were bought.
Bookkeeping Account Name	Gift card sales by accounting account.

Grouped rows give you:

Summary column	What it measures
Number of Gift Cards	Cards in the group.
Total Purchase Amount	What they were bought for.
Consumed Amount	How much of their value has been spent.
Remaining Amount	How much is still outstanding.
Number of Buyers	How many different people bought them.
Redemption Rate	Spent as a share of purchased, worked out across the whole group.

On-Demand

Set Report to On-Demand. One row is one video bought by one client. A video bought by forty people is forty rows.

The KPIs

KPI	What it shows
Number of On-Demand Purchases	Videos purchased in the period.
Number of Used Credits	Credits your clients spent on them.
Number of Clients	How many different clients bought a video.
Number of Views	Views recorded for those purchases.

Columns

Column	What it shows
On Demand Name	The video bought. Click it to open it in the back office.
Client Name	Who bought it. Click it to open their profile.
Client Email	Their email address.
Created At	When they bought it.
On Demand Category	The category the video sits in.
On Demand Teacher Names	The teachers on the video, listed together.
Number of Used Credits	Credits this client actually spent on this purchase.
On Demand Credit Price	What the video costs in credits today. `0` means it is included with any pass that covers it rather than bought separately.
Expired At	When the client loses access. Blank when access never expires.
Is Rental	True when access runs out after a set number of days rather than lasting indefinitely.
Rental Access Days	How many days access lasts. `0` means it never expires.
On Demand Duration in Seconds	How long the video is.
Number of Views	How many times this client has watched this video. It is an all-time count, not limited to your period.
Last Viewed At	When they last watched it. Blank if they never have.
Client Phone Number	Their phone number.
Client Gender	Their gender.
Client Pass Name	The pass the credits came from.
Client Pass Price	What the client paid for that pass.
Client Pass Remaining Credits	Credits left on that pass today.
Client Pass Billing Location	The billing location the pass was invoiced under.

💡A purchase with zero credits is not an error. Where On Demand Credit Price is 0, the video is bundled with any eligible pass, so the client "bought" it without spending anything. Filter Number of Used Credits to a minimum of 1 to see only videos people paid credits for.

Filters

Filter	What it does
On Demand Name	One or more videos.
On Demand Category	One or more categories.
Client Email	One or more clients.
Number of Used Credits	A range of credits spent.
On Demand Credit Price	A range of credit price.
On Demand Teacher Names	Videos by one or more teachers.
Number of Views	A range of views, for example 0 to find purchases nobody watched.
Last Viewed At	Purchases last watched between two dates.
Expired At	Access running out between two dates.
Is Rental	Time-limited rentals, or permanent access.
Client Pass Name	One or more passes.
Client Pass Billing Location	One or more billing locations.

Group By

Group by	Use it to answer
On Demand Name	Which videos sell, and which get watched.
Client	Who is buying videos.
On Demand Category	Which kinds of video sell.
On Demand Teacher Names	Which teachers' videos sell.
Client Pass Name	Which passes are funding video purchases.
Client Pass Billing Location	How your sites compare.
Is Rental	Rentals against permanent purchases.
Created At	When videos were bought.

Grouped rows give you:

Summary column	What it measures
Number of On-Demand Purchases	Purchases in the group.
Number of Used Credits	Credits spent on them.
Number of Views	Views recorded against them.
Average Credits per Purchase	Credits spent divided by purchases.
Number of Clients	How many different clients are in the group.
Number of Videos	How many different videos are in the group.

Retail

Set Report to Retail. ⚠️ One row is one stock movement, not one sale. A sale, a delivery arriving and a staff member correcting a count by hand are all movements and all get a row. Is Sale and Is Manual Adjustment are how you tell them apart, and Number of Units Sold is 0 on anything that is not a sale.

What's always excluded from this view. Items that are not currently on sale in your shop. On the current webshop that means items that cannot be bought as they stand, such as a parent item whose colours and sizes carry the real stock. The back office left the same items out.

The KPIs

KPI	What it shows
Number of Units Sold	Units sold in the period. Deliveries and hand corrections count zero.
Total Revenue	Units sold multiplied by what the item sells for today.
Total Gross Profit	That revenue less what those units cost you.
Number of Items	How many different items had any stock movement at all, sold or restocked.

Columns

Column	What it shows
Moved At	When the stock moved.
Retail Name	The item that moved. Click it to open it in the back office.
Client Name	Who bought the units. Click it to open their profile. Blank on a delivery or a hand correction.
Client Email	Their email address.
Client Phone Number	Their phone number.
Retail Category	The category the item is sold under.
Retail Subtitle	The subtitle shown under the item's name.
Stock Variation	The change this movement made to stock, in units. Negative when units left the shelf, positive when they came in.
Stock After Movement	Stock held for the item immediately after this movement.
Number of Units Sold	Units sold by this movement. `0` on anything that is not a sale.
Sale Amount	Revenue from this movement, at the item's current price, including VAT / sales tax.
Cost of Sale	What those units cost you, at what you currently pay for the item.
Gross Profit	Sale Amount less Cost of Sale.
Supplier Name	Who you buy the item from.
Retail Item Barcode	The item's barcode.
Retail Price	What the item sells for today.
Retail Supplier Price	What you pay for it today.
Retail Current Stock	Stock held for the item today, across every movement it has ever had. It belongs to the item, so it repeats on every row for that item and must not be added up.
Is Retail Disabled	True when the item has been withdrawn from your catalogue.
Retail Disabled Date	When it was withdrawn.
Is Sale	True when units left the shelf for a client.
Is Manual Adjustment	True when a staff member corrected the count by hand. These never count as sales.
Source	Where the movement came from.

⚠️ Revenue is valued at today's prices, not the price on the day. Because Sale Amount multiplies units by what the item sells for now, putting an item's price up restates the revenue on every past sale of it. The back office worked the same way, so the two agree, but a figure you noted down last month can change. The same applies to Cost of Sale and therefore to Gross Profit.

Filters

Filter	What it does
Retail Name	One or more items.
Retail Category	One or more categories.
Supplier Name	One or more suppliers.
Number of Units Sold	A range of units, for example a minimum of 1 to see only sales.
Sale Amount	A range of revenue.
Gross Profit	A range of margin, for example a maximum of 0 to find what loses money.
Retail Price	A range of selling price.
Retail Current Stock	Items whose stock today is in a range, for example 3 or fewer.
Source	Where the movement came from.
Is Retail Disabled	Withdrawn items, or ones still in the catalogue.
Is Sale	Sales, or movements that are not sales.
Is Manual Adjustment	Hand corrections, or everything else.

Group By

Group by	Use it to answer
Retail Name	What each item sold and earned. This is the shop report.
Retail Category	Which parts of the shop make money.
Client	Who buys from your shop.
Supplier Name	Which suppliers' stock sells.
Source	Where your shop sales come from.
Is Retail Disabled	Withdrawn items against current ones.
Moved At	When stock moved.

Grouped rows give you:

Summary column	What it measures
Number of Units Sold	Units sold across the group.
Revenue	What they earned, at current prices, including VAT / sales tax.
Cost of Sale	What they cost you.
Gross Profit	Revenue less cost.
Net Stock Change	Units in less units out across every movement, so deliveries and corrections count here even though they never count as sales.
Number of Items	How many different items are in the group.
Margin Rate	Gross profit as a share of revenue, worked out across the whole group.

Discounts

Set Report to Discounts. One row is one discount applied. A promotion used forty times is forty rows, and a basket with two promotions on it is two rows.

The KPIs

KPI	What it shows
Number of Discounts	Discounts applied in the period.
Total Discount Amount	What you gave away.
Number of Clients	How many different clients received a discount.
Average Discount Amount	What a single discount was worth on average.

💡Discount amounts are positive here. The back office showed them as negative numbers. A total reading 1,240 means you gave away 1,240, which sorts and groups the way you would expect when you are looking for your costliest promotion.

Columns

Column	What it shows
Applied At	When the discount was applied.
Amount Discounted	The value given away, including VAT / sales tax.
Coupon Name	The promotion behind it. Click it to open the promotion in the back office.
Client Name	Who received it. Click it to open their profile. Blank for a counter sale with no client attached.
Client Email	Their email address.
Code	The code that was entered, where there was one.
Invoice ID	A shortened form of the invoice the discount was settled on. Click it to open the invoice.
Origin	What the discount was attached to: a Basket, a Membership or an Invoice.
Amount Billed	The total of the purchase the discount was applied to, after the discount came off.
Tax	The tax rate on the discount.
Coupon Type	How the code was come by: General code, Unique code per usage, Referred client grant or Referring client grant.
Coupon Voucher Type	Whether the promotion takes a fixed Amount off or a Percent off. This is the column that tells you which of the next two applies.
Coupon Percent Off	The percentage the promotion takes off. Filled in whether or not it is the one that applied.
Coupon Amount Off	The fixed amount the promotion takes off. Filled in whether or not it is the one that applied.
Is Cart Finalized	True when the basket carrying the discount was paid for. Blank when the discount came through a membership or an invoice rather than a basket.

⚠️ Referral rewards are counted as discounts here. Both sides of a referral are issued as coupons, so they appear alongside your promotions and add to Total Discount Amount. To see promotions on their own, set Coupon Type to General code and Unique code per usage. Reports: Client Referral covers referrals properly, with the reward as well as the discount.

⚠️ Discounts on baskets that were never paid for are counted too. Someone who put a code into a basket and walked away still produces a row. Set Is Cart Finalized to True to leave them out, but note that this also drops discounts that came through a membership or an invoice, because those have no basket and the column is blank for them. To include discounts that came through a membership or an invoice, then you need to filter Is Cart Finalized to True and Null.

Filters

Filter	What it does
Coupon Name	One or more promotions.
Client Email	One or more clients.
Code	One or more codes.
Amount Discounted	A range of discount value.
Amount Billed	A range of purchase total.
Coupon Type	How the code was come by. Use it to leave referral rewards out.
Coupon Percent Off	A range of percentage.
Coupon Amount Off	A range of fixed amount.
Coupon Voucher Type	Percentage promotions, or fixed-amount ones.
Is Cart Finalized	Discounts on baskets that were paid for, or ones that were not.

Group By

Group by	Use it to answer
Coupon Name	Which promotion costs you the most. This is the promotions report.
Code	Which individual codes get used.
Client	Who receives the most discount.
Coupon Type	Promotions against referral rewards.
Coupon Voucher Type	Percentage promotions against fixed-amount ones.
Origin	Whether discounts come through baskets, memberships or invoices.
Applied At	How your discounting moves over time. Choose the step: day, week, month, quarter or year.

Grouped rows give you:

Summary column	What it measures
Number of Discounts	Discounts in the group.
Total Discount Amount	What they gave away.
Average Discount Amount	What one of them was worth on average.
Number of Clients	How many different clients are in the group.
Total Amount Billed	The combined total of the purchases they were applied to, after discount.
Discount Rate	What was given away as a share of what the purchases would have been worth.

Matching your old back-office reports

Purchases

To reproduce it: set Report to Purchases and leave Group By off.

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)
Billing element ID	Number of objects	/
Invoice ID	Invoice ID	Short Invoice ID
Legal invoice identifier	Invoice number	Invoice Legal Identifier
Author	Author	Author Email
Billing date and time	Billing date and time	Invoice Date
Billing date	Billing date	Invoice Date
Billing time	Billing time	Invoice Date
Product price	Product price	Product Price
VAT / Sales tax	VAT / Sales Tax	Tax
Account name	Bookkeeping account name	Bookkeeping Account Name
Account number	Bookkeeping account number	Bookkeeping Account Number
Promotion	Discount	Amount Discounted
— (no English label)	Reason for discount	Voucher Reasons
Price (incl. VAT / Sales Tax)	Total (incl. VAT / Sales Tax)	Amount Billed
Price (excl. VAT / Sales Tax)	Total (excl. VAT / Sales Tax)	Amount Billed Excl Tax
Payment method	Payment method	Payment Method
Product	Product	Product Name
Product type	Product type	Product Type
Category of product	Product category	Product Category
Coming from subscription	Coming from subscription	Is From Membership
Payment paid entirely to the teacher	Payment in full to the teacher	/
First name	First name	Client Name
Last name	Name	Client Name
Telephone	Phone	Client Phone Number
Email	Email	Client Email
Date of last payment	Last payment	Last Payment Date
Total amount of transactions per payment method	Total amount of transactions per payment method	Invoice Paid Amount by Payment Method
Address	Address	Venue Address
Billing group	Billing group	Billing Location
Studio	Franchisee	/
Staff commission fee excl. VAT	Staff commission fee excl. VAT	Staff Commission Fee Excl Tax
Staff commission fee incl. VAT	Staff commission (incl. VAT / Sales Tax)	Staff Commission Fee
Franchise fees inc. tax	Franchisor commission (incl. VAT / Sales Tax)	Franchise Fees
Franchise fees exc. tax	Franchisor commission (excl. VAT / Sales Tax)	Franchise Fees Excl Tax
/	/	Paid Amount
/	/	Paid Amount Excl Tax
/	/	Billed Tax Amount
/	/	Invoice Status
/	/	Is First Purchase
/	/	Client Gender
/	/	Client Sign-up Date

What's different

First name and Last name are now one column, Client Name.
Account top-ups now appear. The old report deliberately left out money a client put onto their account balance. Here those lines are included, with Product Type reading Account Balance. Filter them out if you want the old figure.
Passes are labelled differently. What the old report called a standard pass now reads Group class Pass, which is what your clients call it.
There is a Paid Amount column, and it needs care. The old report only told you when the last payment landed. Paid Amount gives you a figure, but on a part-paid invoice with several lines it is that line's proportional share rather than a statement that the line itself was settled.
There is no time-of-day filter. The old report let you narrow to invoices raised between two times of day. If you need to filter on the hour in a spreadsheet, see Splitting date and time in Excel.

Member's purchases

To reproduce it: set Report to Purchases, then Group By → Client.

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)
First name	First name	Client
Last name	Name	Client
Total payments	Total of payments	Paid Amount
Number of products purchased	Number of products purchased	Number of Purchases
Total amount of products purchased	Total amount of products purchased	Product Price
Number of bookings	Booking number	/
Email	Email	/ (the Client Email filter; a column in the ungrouped view)
Telephone	Phone	/ (Client Phone Number in the ungrouped view)
Sex	Gender	/ (Client Gender in the ungrouped view)
Sign up date	Date joined	/ (Client Sign-up Date in the ungrouped view)
Studio	Franchisee	/
Last booked session ID	Last booked session ID	/
Last booked session date	Last booked session date	/
Last booked session activity	Last booked session activity	/
Pass used for the last session booked	Pass used for the last booked session	/
/	/	Amount Billed
/	/	Amount Billed Excl Tax
/	/	Paid Amount Excl Tax
/	/	Amount Discounted
/	/	Number of Clients
/	/	Discount Rate
/	/	Payment Rate

What's different

This is the Purchases view grouped by Client, so what you get is the group key plus the summary columns. The per-line columns of the ungrouped view are not shown.
First name and Last name are now one group key, Client.
The last day of your date range is now included. The old report quietly stopped at midnight at the start of your end date, so a whole day's purchases were missing from every run. Expect slightly higher figures here, and they are the correct ones.
Clients who never confirmed their email now appear. The old report dropped them entirely, however much they had spent. This is usually the largest difference in the client count.
Your quick-sale client now appears. The old report deliberately left out the placeholder client that anonymous counter sales are billed to. Here it is listed like any other client, under its own name, so treat that row as your till rather than as a person.
Gift cards are no longer counted in the totals. The old report folded gift card lines into the number and value of products purchased; here they live in their own view.
Unpaid invoices now count towards the totals. The old report only counted products on invoices that had received a payment, so its product count and value were effectively "paid for" figures. Use Paid Amount and Payment Rate to get back to that view.
Total of payments is not reproduced exactly. The old column summed the payments actually received from that client in the period. Paid Amount adds up each purchase line's share of what its invoice collected, which lands close but is not the same calculation. For payments as payments, use Reports: Payments.

Purchased gift card

To reproduce it: set Report to Gift Cards and leave Group By off.

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)
— (no English label)	Type	Kind
Name	Name	Name
Number	Number	Number
Price	Price	Purchase Amount
Account name	Bookkeeping account name	Bookkeeping Account Name
Account number	Bookkeeping account number	Bookkeeping Account Number
Date of creation	Creation date	Purchased At
Buyer's first name	First name (buyer)	Buyer Name
Buyer's last name	Last name (buyer)	Buyer Name
Buyer's email	Email (buyer)	Buyer Email
Buyer's telephone	Phone (buyer)	Buyer Phone Number
Recipient's first name	First name (recipient)	Recipient Name
Recipient's last name	Last name (recipient)	Recipient Name
Recipient's email	Email (recipient)	Recipient Email
Recipient's telephone	Phone (recipient)	Recipient Phone Number
Recipient's sex	Gender (recipient)	Recipient Gender
Consumed amount	Consumed amount	Consumed Amount
Studio	Franchisee	/
Cancelled	Cancelled	Is Reverted
/	/	Gift Card Name
/	/	Gift Card Card Type
/	/	Gift Card Price
/	/	Remaining Amount
/	/	Activated At
/	/	Expiration Date
/	/	Gift Card Expiration Days
/	/	Is Expired
/	/	Source

What's different

The buyer's and the recipient's two name columns are now one each, Buyer Name and Recipient Name.
You now get Remaining Amount. The old report gave you the price and the amount consumed and left you to subtract one from the other.

Gift cards

To reproduce it: set Report to Gift Cards, then Group By → Gift Card Name.

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)
ID	ID	/
— (no English label)	Type	/ (Gift Card Card Type, as a Group By or a column in the ungrouped view)
Name	Name	Gift Card Name
Date of creation	Creation date	/
Price	Price	/ (Gift Card Price in the ungrouped view)
Number of purchases	Number of purchases	Number of Gift Cards
Number of activated cards	Number of activated passes	/ (group by or filter Activated At)
Number of unactivated cards	Number of unactivated passes	/ (group by or filter Activated At)
Number of expired cards	Number of expired passes	/ (group by or filter Is Expired)
Amount used	Amount used	Consumed Amount
Amount expired	Amount expired	Remaining Amount
Amount still available	Deferred credits	Remaining Amount
Studio	Franchisee	/
/	/	Total Purchase Amount
/	/	Number of Buyers
/	/	Redemption Rate

What's different

This is the Gift Cards view grouped by Gift Card Name, so what you get is the group key plus the summary columns.
The old Date of creation has no equivalent. It was the date the catalogue gift card itself was created, whereas Purchased At in the ungrouped view is the date a card was bought.
The date range now applies, and this is the big one. The old report ignored the date pickers completely: every count and total covered the whole life of the gift card. Here everything is limited to cards bought inside the period you have selected, so your numbers will be far smaller. Widen the range to cover your whole history to get back to the old figures.
Expired and deferred value are now one column. The old report split what was left over into an expired bucket and a still-valid one. Remaining Amount is the two combined; group by Is Expired as well to split them again.
The expired figures are now worked out properly. The old report decided what counted as expired using a date that could be days or weeks stale, and cards expiring on the day itself fell into neither bucket. That is fixed.
Withdrawn gift cards now appear. The old report only listed gift cards still in your catalogue, so withdrawing one erased its whole sales history from the report.
The activated and unactivated counts are gone as columns. Group by Activated At, or filter on it, to get at the same thing.
You now get a redemption rate and a count of distinct buyers, neither of which the old report had.

VOD purchases

To reproduce it: set Report to On-Demand and leave Group By off.

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)
Video title	Video title	On Demand Name
First name	First name	Client Name
Last name	Name	Client Name
Email	Email	Client Email
Telephone	Phone	Client Phone Number
Sex	Gender	Client Gender
Pass	Pass	Client Pass Name
Price	Price	Client Pass Price
Remaining credits	Remaning credits	Client Pass Remaining Credits
Teacher	Teacher	On Demand Teacher Names
Category	Category	On Demand Category
Price (in credits)	Cost (in credits)	On Demand Credit Price / Number of Used Credits
Duration (in seconds)	Duration (seconds)	On Demand Duration in Seconds
Last seen on	Last viewed on	Last Viewed At
Unique views	Unique views	Number of Views
Video rental	Video rental	Is Rental
Invoice date	Date of purchase	Created At
Expiration date	Expiration date	Expired At
Address	Address	/
Billing group	Billing group	Client Pass Billing Location
Studio	Franchisee	/
/	/	Rental Access Days

What's different

First name and Last name are now one column, Client Name.
The credits column is now the credits actually charged. The old Cost (in credits) column showed the video's price today, so changing a video's price rewrote what every past buyer appeared to have spent. Number of Used Credits is what the client really paid at the time. On Demand Credit Price is still there if you want today's list price.
Unique views really are per client here. The old column was labelled unique views but counted every one of that client's plays. Number of Views is honest about being a count of plays by that client.
The old Price column is gone. It showed the price of the pass, not of the video, which was misleading. Client Pass Price carries it under a name that says what it is.
Rental Access Days is new, alongside the rental flag and expiry the old report already had.

Video on demand

To reproduce it: set Report to On-Demand, then Group By → On Demand Name.

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	On Demand Name
Category	Category	/ (group by On Demand Category)
Duration (in seconds)	Duration (seconds)	/ (On Demand Duration in Seconds in the ungrouped view)
Teacher	Teacher	/ (group by On Demand Teacher Names)
Level	Level	/
Status	Status	/
Date of creation	Creation date	/
Views	Views	Number of Views
Unique views	Unique views	Number of Clients
Price (in credits)	Cost (in credits)	/ (On Demand Credit Price in the ungrouped view)
Purchases	Purchases	Number of On-Demand Purchases
Video rental	Video rental	/ (the Is Rental filter or Group By)
Studio	Franchisee	/
/	/	Number of Used Credits
/	/	Average Credits per Purchase
/	/	Number of Videos

What's different

This is the On-Demand view grouped by On Demand Name, so what you get is the group key plus the summary columns.
The date range now applies, and this is the big one. The old report ignored the date pickers: its purchase and view counts covered the whole life of each video. Here they cover the period you have selected, so expect much smaller numbers, and widen the range to reproduce the old ones.
Only videos somebody bought appear. The old report listed every video in your library, including ones that had never sold. A video with no purchases in your period has no rows here at all.
Videos you have deleted now appear, if they were bought in the period. The old report left them out.
Unique views means something different. The old report counted distinct viewers of the video. Group by Client as well, or read Number of Clients, which counts distinct buyers
The video rental filter now works. In the old report it matched every video whatever its setting, so filtering by it did nothing. Is Rental filters properly.

Webshop

To reproduce it: set Report to Retail, then Group By → Retail Name.

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	Retail Name
Category	Category	/ (group by Retail Category)
Price	Price	/ (Retail Price in the ungrouped view)
Supplier price	Unit price (supplier)	/ (Retail Supplier Price in the ungrouped view)
Sales	Sales	Number of Units Sold
Generated income	Gross Revenue	Revenue
Stock changes	Stock variation	Net Stock Change
Current stock	Current stock	/ (Retail Current Stock in the ungrouped view)
Stock (start date)	Starting stock	/
Stock (end date)	Closing stock	/ (Stock After Movement in the ungrouped view)
Enable on the webshop	Available on the webshop	/
Description	Description	/
Studio	Franchisee	/
— (no English label)	Subtitle	/ (Retail Subtitle in the ungrouped view)
— (no English label)	Colour	/
— (no English label)	Size	/
— (no English label)	SKU	/
— (no English label)	Supplier	/ (group by Supplier Name)
— (no English label)	Barcode	/ (Retail Item Barcode in the ungrouped view)
— (no English label)	Cost of sale	Cost of Sale
— (no English label)	Cost of stock	/
— (no English label)	Gross profit	Gross Profit
/	/	Number of Items
/	/	Margin Rate

What's different

This is the Retail view grouped by Retail Name, so what you get is the group key plus the summary columns.
Items you withdrew before the period now appear. The old report dropped any item disabled before your start date, so switching an item off erased the sales it had made inside the period. Those sales are back, which is the main reason your revenue may read higher. Is Retail Disabled lets you exclude them.
Items with no category now appear. The old report silently dropped anything not filed under a category.
Items that had no movement at all no longer appear. The old report listed every item, with zeroes. Here a row exists only where stock actually moved, so your item count is lower and reflects what traded.
The stock columns are different. The old Starting stock, Closing stock and Cost of stock columns are not here. Retail Current Stock gives you stock today, and Stock After Movement gives you the running stock in the ungrouped view, which is more useful and does not suffer the off-by-one day the old closing figures did.
You now know who bought what. The old report had no client at all. Client Name is on every sale, and you can group by Client.
You now get a margin rate, and the ungrouped view gives you the individual movements behind each total, which the old report could never show.

Promotions

To reproduce it: set Report to Discounts and leave Group By off.

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)
Promotion	Promotion	Coupon Name
Type	Type	Coupon Type
Discount	Discount	Amount Discounted
Invoice ID	Invoice ID	Invoice ID
Basket total	Basket total	Amount Billed
Member	Member	Client Name
Email	Email	Client Email
Contents of the basket	Products	/
Date	Date	Applied At
Time	Time	Applied At
Promotion percentage	Discount (%)	Coupon Percent Off
Promotion amount	Fixed discount	Coupon Amount Off
Studio	Franchisee	/
/	/	Code
/	/	Origin
/	/	Tax
/	/	Coupon Voucher Type
/	/	Is Cart Finalized

What's different

Date and Time are now one column. Applied At carries the full timestamp.
Discounts are positive, not negative. The old report rendered them as negative numbers. Nothing else about the figure has changed.
Referral rewards are now included. The old report deliberately left both sides of a referral out, showing only codes people had entered. Set Coupon Type to General code and Unique code per usage to get the old list back. Expect a higher discount total until you do.
Discounts on abandoned baskets are now included. The old report only counted a discount once the basket had been paid for. Set Is Cart Finalized to True and Null to exclude them

Downloading

The download gives you exactly what you are looking at: your view, your columns, your filters, your date range, and the summary 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 the whole company. The Purchases and Gift Cards views narrow by Billing Location and the On-Demand view by Client Pass Billing Location, either as a filter or as a Group By.

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