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CSV exports, Excel reports, & generated PDFs, oh my!

All transactions, rosters, attendance, or membership usage ends up in the Reporting area. You can export CSVs, filter by date range, or check staff payroll. This is crucial for reconciling your payouts or paying your trainers.

Look under “Sales” or “Reports.” Many pages also have “Download” or “Export” buttons, letting you grab a spreadsheet of that page’s data.

Here’s a quick intro to how they work:

https://www.loom.com/share/b07a6247f8624ed18a82efaa52030a6e?sid=44ed42a3-fdfe-4d65-8be3-519cdca3210e

Now, let's get into each of these features one at a time:


Payroll Report Options 💸

If you pay coaches by lesson or event, filter by staff name and date to see how many sessions they ran.

https://www.loom.com/share/42082838dedb49d28a51c21daa3ab3de?sid=3dbaf9b9-0be3-43c2-a010-ba6e1e82b66a

Here are a few relevant step-by-step guides:


Accounting Report 🏦

Each day’s deposit lumps multiple transactions. The reconcile report breaks those into line items so your accountant can match everything up easily.

https://www.loom.com/share/d5ceb47405fa4a959c5c5541acb2d8a9?sid=2df1c873-8eee-449a-8d77-3b92239f439c

Here are a few relevant step-by-step guides:


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Up next, building out teams, inviting users, and collecting payments

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