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The Reporting page gives you sortable, paginated data tables you can filter by period and export. It is separate from Analytics, which focuses on charts and trends.
Reporting is available on Business and Enterprise plans. See Plan Tiers.

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Opening Reporting

Go to Reporting in the dashboard. If your plan does not include Reporting, you will see an upgrade prompt and a blurred preview of the interface.

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Period filter

Use the period selector to choose the date range for all reports:
  • Last 7 days
  • Last 14 days
  • Last 30 days
  • Last 90 days
  • Last 365 days
Changing the period reloads all tabs and resets to page 1.

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Report tabs

Reporting is split across five tabs:

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Revenue

A breakdown of revenue by payment or booking. Shows financial totals for the selected period. Key metrics (total revenue, number of transactions, etc.) are displayed in a summary strip above the table.

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Sessions

A list of sessions in the selected period. Includes booking counts and session details. Useful for auditing attendance across your schedule.

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Clients

A client-level view showing each client’s booking activity in the period.

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Products

A product-level view showing sales and usage data for your session packs and memberships.

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Coaches

Revenue attribution per coach for the selected period: sessions taught, net revenue generated, and that coach’s share of the organization’s total revenue as a percentage. Sessions with no coach assigned are grouped into an “Unassigned” row. This report calculates revenue attribution only; it does not compute a commission rate or handle payout, so those still need a separate payroll process.
Reporting as a whole is only available to Owners and Admins — Coaches don’t see the Reporting page at all (see the FAQ below).

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Sorting and pagination

Click any column header to sort. Click again to reverse the sort direction. Use the Rows per page selector (10 / 15 / 20 / 50) and pagination controls at the bottom of the table to navigate.

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Exporting

Click the Export button in the top-right of the Reporting page. Choose a scope (all data, or just Revenue, Sessions, Clients, Products, or Coaches) and a format (CSV, Excel, or PDF). Exports include all rows for the selected period, not just the current page.
Analytics shows charts, KPI cards, and trends — it is designed for at-a-glance performance monitoring. Reporting shows raw data tables you can sort, paginate through, and export — it is designed for detailed auditing and bookkeeping.
No. Reporting is only available to Owners and Admins — Coaches are redirected away from the page entirely and don’t see it in the sidebar.