Attendance with Payment Option Details Report

The Attendance with Payment Option Details Report is an attendance report that displays detailed information about the Purchase Options used to book each service during the selected date range. The summary cards at the top of the page provide an overview of the key information in the report.

This article describes how to view the Attendance with Payment Option Details Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

To view the Attendance with Payment Option Details Report:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
4. On the Reports menu, click Attendance.
5. On the Attendance menu, click Attendance with Payment Option Details. The Attendance with Payment Option Details Report is displayed.

Summary cards in the Payment Option Details Report

Summary card	Description
Total	The total number of sessions booked using a Purchase Option during the selected date range.

Headings in the Attendance with Payment Option Details Report

Heading	Description
Service Name	The name of the service is listed in this column, along with the date, time, and staff member for the service.
Client	The name, email, client ID, and profile image of the client who the service was booked for is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more. Click on the client’s name to navigate to their profile.
Purchase Option	The Purchase Option used to pay for the service is listed in this column. If a Purchase Option was not used, the possible payment options displayed in this column are: Single Session – The Class or Appointment was purchased using the one-time payment option. Early Bird – The Event was purchased using the Early Bird Discount payment option. Event Purchase – The Event was purchased using the one-time payment option. Event Deposit – The Event was purchased with a deposit.
Expiration	If the Purchase Option used to attend the service has an expiration date, that date is listed in this column.
Remaining	If the Purchase Option used to attend the service has a limited number of visits, the number of visits remaining on the Purchase Option is listed in this column.

Advanced filters in the Attendance with Payment Option Details Report

Filter	Description
Bookable Assets	Use this filter to determine which Book-a-Spot assets to include in the report.
Client Types	Use this filter to determine which clients to include in the report based on their client type.
Time	Use this filter to determine which to include in the report based on the specific time range during which they occurred.
Day of the Week	Use this filter to determine which to include in this report based on the day(s) of the week they occurred.
Payment Options	Use this filter to determine which sales to include in the report based on the payment methods used.
Classes	Use this filter to determine which classes to include in the report.
Events	Use this filter to determine which events to include in the report.
Appointments	Use this filter to determine which appointment types to include in the report.
Class & Events Purchase Options	Use this filter to determine which class/event purchase options to include in the report. Class/event purchase options are purchase options with Class/Events selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
Client Status	Use this filter to determine which clients to include in the report based on whether they currently have an active purchase option.
Check-in Status	Use this filter to determine whether to include check-ins, late cancels, pending check-ins, or no shows in the report.