Reports to use in GoRight
In this article we will cover all the reports that are available to use with the GoRight Solution.
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All active members - all customers that are paid therefore active by membership plan
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All Inactive members - all customers that are cancelled
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All frozen members - shows customers that have their payments frozen with GoCardless and Stripe integrated as the chosen payment provider
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All expiring members - shows all customers due to expire and when they are about to expire in how many days time.
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All expired members - shows customers that have expired
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All verified members - shows customers who have access to their account and the Members App
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All non-verified members - showing customers that have not verified their account hence why they cannot access the Members App
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Outstanding Credits - credits by customer, how many and when they are due to expire
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Messages - shows emails and SMS that have been sent by customer and time period
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ParQ Report - shows who has completed a ParQ, on what date an details added
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All Awards - shows all awards and that have been awarded review times, by visits
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Award reviews - shows customers with awards that need to be reviewed before being awarded.
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Sleeping members - shows all customers that are active and paying but no attendance is being registered for them for a month or more
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Amber alert members - shows members who have not attended more than twice over the last 14 days and could be at risk of leaving
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Red Alerts - shows members who have not attended more than 4 times this month and could be at risk of leaving
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Expired frequent attenders - shows members who who were in a good attendance habit and now could be at risk of leaving
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Attendance - Daily attendance by customer, time in. time out, how long they were in and on what day
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Activity Attendance - shows customer attendance by activity allowing you to see utilization of each class by total
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Missed Attendance - shows customers who have not attended an activity allowing you to fine them or ban them directly from the report
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Attendance by Activity - shows total attendance booked and attended by activity
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Till History - allows staff members to cash up by denomination at the required times through the day. This report is viewable by staff for this reason unlike others
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Operating and Performance Report - this report is at the heart of your business and should be used daily as a financial management of the business. Shows all the key elements that drive the business.
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Membership Collections - shows money collected by GoCardless/Stripe allowing you to link back by customer and transaction in one place
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Active Direct debits - shows members with a payment method like GoCardless direct debit/Stripe card. Is there an active membership plan how much and the next payment date
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Debtors - shows every customer that owes the business money at that time and such alerts you to collect it
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SMS report - shows how many messages are sent when, what the message was and how much they have cost to send