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.

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 Reports.
    3. On the Reports menu, click Attendance.
    4. On the Attendance menu, click Attendance with Payment Option Details. The Attendance with Payment Option Details Report is displayed.

    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-SPOTâ„¢ 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 instances 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 day(s) of the week to include in the report.
    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 & Events Purchase Options to include in the report. Class & Events Purchase Options are Purchase Options with the Class/Events Purchase Option Service Category.
    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.

     

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