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How to Generate a Report

Select a report, review its filters and download available results.

How to Generate a Report

Use reports to check recorded activity in your studio. Each report has its own filters and download options.

Before You Start

You need permission to view reports. Financial reports also require access to studio financial data.

Open and Choose a Report

Open Reporting, choose Past > Reports, then Select a report. Search by name and choose the report you need.

Examples include attendance summaries, guest sales, recurring subscription revenue and customer demographics.

The Customer demographics report with a report selector and Download CSV control

Check Filters and Results

Use the filters that appear for your report. Some reports use a date range or location. Customer demographics uses current profile data, rather than a historical date range.

Review the rows as well as any summary. A booking count is different from attendance, and an estimate is different from collected money.

Download

Use Download CSV when that report offers it. Download choices vary by report. Do not expect every report to provide Excel or PDF files.

For the other reporting views, see How to Understand Zipper’s Reporting Dashboard.

On Mobile

Open the sidebar and choose Reporting. Choose Past > Reports at the top. Tables may need horizontal scrolling.

Reporting navigation and stacked overview cards on a phone

Troubleshooting

I cannot see a report. Check your reporting and financial permissions.

There are no rows. Check the filters and source data. For demographics, missing profile details may appear as unknown.

Two totals differ. Compare the date range, location and definition of each total before assuming there is an error.


Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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