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How to Generate a Report

Learn how to generate reports to analyze your business performance. Reports provide detailed insights into payments, events, classes, scheduling, CRM, marketing, and SEO.

How to Generate a Report

Before You Begin

Owner or admin permissions are required to view reports.

Steps

Step 1: Navigate to Reporting > Reports

Go to Reporting > Reports.

Step 2: Select a report type

Choose from: Payments, Events/Classes, Scheduling, CRM, Marketing, or SEO.

Step 3: Configure and generate

  1. Set a date range (preset or custom)
  2. Apply any filters (product, customer, event type, etc.)
  3. Select the metrics to include
  4. Click Generate Report

Step 4: (Optional) Export

Click Export or Download, choose a format (CSV, Excel, PDF), and download.

Troubleshooting

Reports page not visible? Confirm you have report-viewing permissions and are logged into the correct organization.

Report shows no data? Widen the date range and check that filters aren’t excluding all results.

Export not working? Confirm the report generated successfully and the export format is supported.

Need a hand?

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

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