Analytics is accessible from the main sidebar and gives you a complete view of your studio's performance — from revenue and attendance to memberships, packages, payroll, and student activity. It combines a customizable dashboard, pre-built reports, and live data views in one place.

The main Analytics page opens with a customizable dashboard showing your studio's key metrics for the selected date range.

Metric Cards

Each card shows a count and, where applicable, a percentage change from the previous period:

Charts

Projected Membership Income

To forecast recurring membership revenue, set the dashboard's end date to a date in the future and click Filter. The dashboard projects the membership income expected through to that date based on your active recurring memberships — giving you a forward view of expected income rather than only past takings.

Customizing the Dashboard

Click Customize Dashboard to enter edit mode. You can drag and drop sections into any order and toggle individual cards and charts on or off. Click Done Editing to save. Your layout is saved per user and persists between sessions. Use Reset Dashboard at any time to restore the default layout.

These views always reflect the current state of your studio, regardless of any date range selected on the dashboard.

Active Memberships A full list of every membership currently active across your students. Columns include student name and email, date of birth, membership name, status, expiry date, next billing date, remaining and total classes, purchase date, membership start date, and completed billing cycles.

Active Packages A full list of every package currently active. Columns include student name and email, package name, status, expiry date, remaining and total classes, and purchase date.

Students Owing A list of all students with an outstanding balance. Shows the purchase name, total amount, amount received, and amount still due. Each student's name links directly to their profile so you can act on outstanding payments immediately.

All three views are searchable, sortable, paginated, and exportable as CSV.

Click Generate Report to access all pre-built reports. Select a report type, apply the available filters, and click View Report (or Quick Export to go straight to CSV). All reports can be exported as CSV and include sortable, searchable data tables. Reports that include time-series data can be visualized as charts with Daily, Weekly, or Monthly granularity.

A quick guide to the most common "how much did we make from…" questions:

Shown in the dropdown as End of day report. A transaction list across all payment types. Use this to reconcile takings at the end of a business day or review revenue over a date range.

Filters: Date range, Category (All, Class, Package, Membership, Service, Product, Cart or Wallet), a specific item within that category (for example one class, package or product), and Location (optional). Location isn't available for the Package and Membership categories, and location-filtered results exclude memberships, packages, wallet and retail.

Output: Transaction ID, type, description, amount, payment method, date, and status for every transaction in the period. Summary cards show Total Revenue (net of refunds), Transactions and Refunds.

End of Day Summary

A summary version of this report is available from the report dropdown. Rather than listing every individual transaction, it shows the total taken for each payment type — for example card, cash, wallet, and so on — across the selected date range. This gives you an at-a-glance view of your totals by payment type, useful for quickly reconciling the takings for a single day or a longer period.

Every retail product sold, one row per order line. Useful as a door list for ticketed events or to see who bought a particular item.

Filters: Product (optional, under All Products), Order Start Date and Order End Date (both optional).

Output: Name, email, phone, product, variant, quantity, unit price, line value, payment status, order number and order date.

A snapshot, one row per student account, of what has been paid and what is still owing across term carts and retail. Optionally narrow it to a term (classes) and a date range (retail).

Tracks student attendance across your schedule.

Filters: Date range, Location (optional).

Output: Per-class attendance records showing class name, date, student name, and attended/no-show/pending status. Summary cards show total records, attended count, no-show count, and pending bookings. Includes chart visualization.

Staff payment data for a selected period. Use this to review what each instructor is owed. It shows pay, not class revenue.

Filters: Date range, Staff member (optional), Location (optional).

Output: Per-instructor breakdown of classes taught, pay rate, and total payroll amount. Summary cards show total payroll, total classes, staff count, and average pay per class. Includes chart visualization.

When you run the report for all staff, the per-staff-member breakdown is now clearer and easier to read, making it simpler to see each individual's pay at a glance.

A record of all student wallet activity — credits added and debits spent.

Filters: Date range, Student (optional).

Output: Per-transaction wallet entries showing student name, transaction type (credit or debit), amount, date, and running balance. Summary cards show total credits, total debits, and net balance.

A booking and attendance summary (not a revenue report).

Filters: Date range, Student (optional).

Output: With a student selected: that student's total booked sessions, sessions attended and sessions not attended. Without a student: totals per class schedule, including capacity. For revenue, use the End of day report.

All payment failures and processing errors in a given period.

Filters: Date range, Location (optional).

Output: Student name, payment type, amount, failure reason, and date for every failed transaction. Use this to follow up on outstanding payments.

Shows how discount codes have been used and their impact on revenue.

Filters: Date range.

Output: Code name, number of times used, total discount value applied, and associated transactions. Useful for evaluating the effectiveness of promotions.

Identifies students who haven't attended a class within a threshold you define.

Filters: Minimum inactivity days (1–365), Maximum inactivity days (1–365). No date range — this is a point-in-time snapshot.

Output: Student name, email, phone, last attendance date, and number of days since their last class. Use this to re-engage students before they lapse entirely.

Shows current retail stock levels and highlights products that need restocking.

Filters: Restock percentage threshold (1–100%). No date range.

Output: Product name, current stock, restock threshold, and whether the product is below the threshold. Use the restock percentage to control how early you're alerted — for example, flag anything below 20% of its original stock.

Shows memberships that are due to expire within a set number of days from today.

Filters: Days until expiration (1–365). No date range.

Output: Student name, email, membership name, expiry date, and current status. Use this to proactively reach out to members before they lapse.

Students holding an active membership who haven't booked into any class in the chosen window. Choose either a term or a date range.

Lists students with birthdays falling within a selected date range.

Filters: Date range.

Output: Student name, email, phone, and date of birth. Use this to send birthday messages or offers to students celebrating during a given period.

Identifies students who have never attended a single class at your studio.

Filters: None. Point-in-time snapshot.

Output: Student name, email, phone, and join date. Useful for cleaning up your student list or running a re-engagement campaign.

All memberships purchased within a selected period.

Filters: Date range. There's no filter for a single membership; search the table by membership name, or use the End of day report with Category: Membership.

Output: Student name, membership name, payment method, cost per billing period, billing frequency, and purchase date. Includes chart visualization showing new membership sales over time.

All memberships currently on pause.

Filters: Date range.

Output: Student name, membership name, pause start date, pause end date, and membership status. Use this to track how many members are on hold and when they're expected to resume.

All packages purchased within a selected period.

Filters: Date range only. There's no filter for a single package; search the table by package name, or use the End of day report with Category: Package.

Output: Student name, package name, payment method, cost, and purchase date. Includes chart visualization showing new package sales over time.

Tracks the uptake of a specific intro or new-student package.

Filters: Date range, Package selection (required).

Output: Student name, email, purchase date, amount paid, and whether the student has since purchased again. Use this to measure how well your intro offer converts new students into ongoing customers.

Ranks your classes by how full they run.

Filters: Date range.

Output: Class name, class count, average fill percentage and average waitlist. Includes chart visualization. Use this to identify which classes are in demand and which may need promotion or review. It doesn't show revenue.

Shows booking trends for classes scheduled within a future date range.

Filters: Date range.

Output: Class name, scheduled date, instructor, capacity, and current booking count. Use this to anticipate demand and identify underbooked upcoming sessions.

Lists all students enrolled in a specific term.

Filters: Term selection (required). No date range.

Output: Student name, email, phone, class name, enrolment date, and payment status for every enrolment in the selected term.

Lists all classes scheduled within a specific term.

Filters: Term selection (required). No date range.

Output: Class name, days and times, instructor, room, capacity, current enrolment count, and start and end dates for every class in the selected term.

Shows a list of students booking into Term A and if they've converted into Term B.

Filters: Original Term (required), New Term (required). No date range.

Output: Students booked into Term A, If they converted, their bookings in Term A and B

Tracks the progress of student payment plans (associated with term classes). Available from the report dropdown for studios using Payment Plans.

Filters: Term selection (optional).

Output: Student name, what the plan is for, payment frequency, total, paid, and owing amounts, installments paid / total / remaining, next due date and next amount, plan start date, and final payment date. Use this to see at a glance where every payment plan stands and what's still owing.

Every submitted Questionnaire and PAR-Q answer for your studio, one row per answer.

Lists students who don't have a card saved, so you can ask them to add one before an automatic payment is due.

Lists every student cart that has items in it but hasn't been checked out yet, one row per cart. Use it to follow up on carts you've built for students, or carts students started and didn't finish.

Filters: None. There's no date range or location; it always shows the carts that are open right now.

Output: Name, Email, Phone, For (the student themselves, or the child the booking is for), Items, Item Count, Term, Amount Owed, Source (Studio if your staff added items to the cart, Student if the student built it), Cart Created, Last Updated, and First Class (the date of the earliest class in the cart). Summary cards show the number of Unpaid Carts and the Total Owed.

Amount Owed includes term discounts and term enrolment fees, so it matches the amount on the student's cart reminder invoice. Once a student checks out, their cart drops off the report. Retail products aren't included; use the Unpaid Retail Carts Report for those.

Unpaid Retail Carts Report lists every retail item (for example costumes) sitting unpaid in a student's cart right now. There's no date range.

As well as the pre-built reports, you can create and save your own custom reports based on exactly the data you need. From Analytics, look for the Build Custom Reports button over on the right.

Choose the data you want to include, apply filters, and save the report so you can run it again whenever you like. Just like the standard reports, custom reports can be searched, sorted, and exported as CSV. This is a great way to build a view that's specific to how your studio works, rather than being limited to the standard report set. Have a play and set up the reports that matter most to you.

What you can report on: Custom reports are currently built from your Students data. Class bookings and draft bookings aren't available in custom reports yet.

All reports and active views can be exported as CSV. Exports respect any active filters, search terms, and sorting applied to the table — so what you see is what you get in the file.