By Roster Report

Modified on Fri, 24 Jan at 8:47 AM

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

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Bookings section, select the By Roster report

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.

Report Filters

Filter	Description
Location	The location where the class/event is scheduled.
Staff	The staff member who performed the class/event during the date range and location selected.
Date	This range will determine the classes/events that were booked during the date range selected.

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