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By Roster Report

The By Roster report displays revenue by class session and attendee type.  

To access this report:

  1. Navigate to Dashboard
  2. Select the Reports tab
  3. Under the Bookings section, select the By Roster report

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When the report loads, you can filter by a specific location, staff, and date. You can also choose to view the report by date or location. If the By Location button is used at the top of the report, you will be able to easily compare metrics across locations and location groupings to see which locations are doing better or worse on that dimension. Below the By Location button, you have the option to download the report as a CSV, PDF, or print version. 

Once you have selected your filters, click on the UPDATE button to generate the desired data.

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Report Columns

Column Description

Location

The location where the class/event took place.
Class/Event Name of the class/event 

Clients

The name of the client who attended the class/event. Click the client name to open the client profile.
Attendee Type  
Gross Revenue Sum of class/event revenue generated during the date range selected.

Discounts

Discounts for classes/events
Refunds Refunds for classes/events
Net Revenue Gross Revenue - Refunds - Discounts

 

 

 

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