Unpaid Visits Summary Report

The Unpaid Visits Summary Report is an attendance report that displays an overview of clients with outstanding payments on visits. The summary cards at the top of the page provide an overview of the key information in the report.

You can click the numbers displayed in the Class, Appointment, Asset, Event, and Total columns to view the Unpaid Visits Detailed Report with filters set for that type of visit. For example, if you click the number displayed in the Event column for any client, the Unpaid Visits Detailed report will be displayed with filters set to only display unpaid Event visits for all clients.

This article describes how to view the Unpaid Visits Summary 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 Unpaid Visits Summary 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 Unpaid Visits Summary. The Unpaid Visits Summary Report is displayed.

Headings in the Unpaid Visits Summary Report

Heading	Description
Client	The name, email, and profile image of the client with unpaid visits 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.
Class	The number of visits to Classes that have not been paid for by the client.
Appointment	The number of visits to Appointments that have not been paid for by the client.
Asset	The number of uses of Book-a-Spot assets that have not been paid for by the client.
Event	The number of visits to Events that have not been paid for by the client.
Gym Visit	The number of gym visits that have not been paid for by the client.
Total	The total number of visits that have not been paid for by the client.
Value	The total cost of unpaid visits that the client owes to your business.

Advanced filters in the Unpaid Visits Summary Report

Filter	Description
Bookable Assets	Use this filter to determine which Book-a-Spot assets to include in the report.
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.
Client Types	Use this filter to determine which clients to include in the report based on their client type.
Gym Visits	Use this filter to determine whether to include gym visits in the report.

Summary cards in the Unpaid Visits Summary Report

Summary card	Description
Classes	The total number of Classes that were unpaid during the selected date range.
Appointments	The total number of Appointments that were unpaid during the selected date range.
Events	The total number of Events that were unpaid during the selected date range.
Assets	The total number of Assets that were unpaid during the selected date range.
Gym Visits	The total number of Gym Visits that were unpaid during the selected date range.
Total	The total number of services that were unpaid during the selected date range.
Total	The total dollar amount in unpaid visits during the selected date range.