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 cardDescription
    TotalThe total number of sessions booked using a Purchase Option during the selected date range.

    Headings in the Attendance with Payment Option Details Report

    HeadingDescription
    Service NameThe name of the service is listed in this column, along with the date, time, and staff member for the service.
    ClientThe 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 OptionThe 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.
    ExpirationIf the Purchase Option used to attend the service has an expiration date, that date is listed in this column.
    RemainingIf 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

    FilterDescription
    Bookable AssetsUse this filter to determine which Book-a-Spot assets to include in the report.
    Client TypesUse this filter to determine which clients to include in the report based on their client type.
    TimeUse this filter to determine which to include in the report based on the specific time range during which they occurred.
    Day of the WeekUse this filter to determine which to include in this report based on the day(s) of the week they occurred.
    Payment OptionsUse this filter to determine which sales to include in the report based on the payment methods used.
    ClassesUse this filter to determine which classes to include in the report.
    EventsUse this filter to determine which events to include in the report.
    AppointmentsUse this filter to determine which appointment types to include in the report.
    Class & Events Purchase OptionsUse 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 StatusUse this filter to determine which clients to include in the report based on whether they currently have an active purchase option.
    Check-in StatusUse this filter to determine whether to include check-ins, late cancels, pending check-ins, or no shows in the report.

     

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