Reports

FAQ: Reports
Below is a list of frequently asked questions about reports in WellnessLiving. If your question isn’t addressed in this article, please contact WellnessLiving Support.
Clients Paid through Collections Report
The Clients Paid through Collections Report is a client report that displays a list of overdue account records that have been removed from collections because the client made a payment to Aldous & Associates during the specified report period. Records of the payments are also displayed on the All Sales […]
Clients Removed from Collections Report
The Clients Removed from Collections Report is a client report that displays a list of overdue account records that have been removed from collections because the client made a payment toward their overdue balance directly to your business. For more information about client collections payments and the other pages on […]
Clients Sent to Collections Report
The Clients Sent to Collections Report is a client report that displays a list of clients who became eligible to be sent to Aldous & Associates for collections during the specified report period. Clients are eligible to be sent to collections when they have a negative balance on their account […]
Customization settings for all reports
This article describes all the settings available on the Customize Defaults – All Reports page. For more information, see Customizing all reports. Setting Description Date Range Determine a date range in which to view your reports when a report is opened. If a report doesn’t have a data range, this […]
Isaac Churn Risk Report
The Isaac Churn Risk Report displays a list of clients who are predicted to stop purchasing products and services at your business. The Isaac Churn Risk Report uses machine learning to gather client data, identify behavioral patterns, and predict future client attrition with 87% accuracy. This helps you proactively take […]
Promoting belts for multiple clients
You can promote belts for multiple clients from either the Belts report or the attendance list for a class or event. This can help save time and effort when multiple clients are ready for a belt promotion. To learn how to promote an individual client’s belt from their profile, see […]
Cost of Goods Sold Report
The Cost of Goods Sold Report is a sales report that displays a list of all transactions for products sold by your business, including the wholesale prices for those products and the gross profit made for each transaction. This report can be used to track your costs against your retail […]