SubscriptionSignUpReport | Subscription SignUp Report | Get the subscription sign up report | plan_id , plan_subscription_category , created_by , sales_rep , str_tenant_ids |
ClientListReport | Client List Report | N/A | full_name , home_club_id |
PaymentReport | Payment Report | Get the payment report | str_payment_mode_level_1 , str_payment_status , sales_rep , str_tenant_ids |
SubscriptionDetailReport | Subscription Detail Report | Get the subscription detail report | subscription_status , created_by , sales_rep , str_tenant_ids |
InProgressSubscriptionSignups | Subscription Signup - In-progress Report | This report will show list of all subscriptions which are still in-porgress. | plan_id , str_tenant_ids |
ChargesFees | Charges & Fees report | This report will show all Charges and fees charged during a selected period | category_id , str_tenant_ids |
FailedSubscriptionSignups | Subscription Signup - Failed Report | This report will show all failed and expired signups | plan_id , str_tenant_ids |
CompletedTasksByStaff | Task Completed by Staff Report | N/A | staff_id |
SubscriptionExpired | Subscription Expired Report | This report will show list of all Subscriptions that are expired in a given date range | str_tenant_ids |
SubscriptionNotRenewing | Subscription not Renewing Report | This report will show list of all Subscriptions that are due for Renewaing in a given date range | staff_id , created_by , sales_rep |
WonBackClient | Won Back Client Report | This report will show list of all won back clients in a given date range | staff_id |
ChurnClient | Churn Client Report | This report will show list of all churned clients in a given date range | staff_id |
AppointmentByCoach | Appointment By Coach Report | This report will show list of all Appointments conducted within the given date range by a specifc coach | coach_id |
AppointmentByCategory | Appointment By Category Report | This report will show list of all Appointments conducted within the given date range by category | category_id |
CancelledAppointmentByCategory | Cancelled Appointment By Category Report | This report will show list of all cancelled Appointments conducted within the given date range by category | category_id |
ClientCheckIns | Client Check Ins Report | This report will show list of all checkins conducted within the given date range by event type and access status | event_type , access_status |
NewJoinerClient | New Joiner Client Report | New Joiner Client Report | include_rejoin , include_drop_in , plan_id |
InvoiceSummary | Invoice Summary Report | A detailed overview of all Invoices created in a given time period. | sales_rep , str_inv_status , created_by , str_tenant_ids |
ClassAttendance | Class Attendance Report | Get the class attendance report | class_type_id , coach_id , class_type_behaviour , class_booking_status |
ClassSummary | Class Summary Report | Get the class summary report | class_type_name_company_level , coach_id , class_type_behaviour , class_status , str_tenant_ids |
SalesByServiceCategory | Sales By Service Category Report | Get the sales by service category wise | plan_id , sales_rep , category_id , str_tenant_ids |
InvoiceDetail | Invoice Details Report | Get the sales | str_tenant_ids |
ARAgingSummaryByClient | AR Aging Summary By Client Report | AR Aging summary by clients Report | clt_client_rep_id , balance_greater_than , as_on_date , number_of_aging_intervals , aging_interval_period_grouping_in_days |
ARAgingDetailReport | AR Aging Detail Report | AR Aging details Report | sales_rep , balance_greater_than , as_on_date , number_of_aging_intervals , aging_interval_period_grouping_in_days |
DiscountReport | Discount Report | This report will fetch values from invoice line item and invoice entity and show all the discounted invoiced | plan_id , sales_rep , str_tenant_ids |
TaskDone | Task Done Report | This report will show list of all CRM tasks with specified date range by CRM task category and staff | category_id , staff_id |
ClientCreditBalance | Client Credit Balance Report | This report will show the client current credit balance tenant wise | clt_client_rep_id , balance_greater_than , str_tenant_ids |
MembershipRenewedReport | Membership Renewed Report | This report will show all the clients whose membership has been renewed | clt_client_rep_id , category_id |
MembershipExpiredReport | Membership Expired Report | This report will show all the clients whose membership is expiring and is not renewed | clt_client_rep_id , category_id , str_tenant_ids |
CreditBalanceTransactionReport | Credit Balance Transaction Report | This report will show all the clients credit debit transaction entry | staff_id , credit_balance_transaction_type , str_tenant_ids |
ClientsByServiceCategory | Clients By Service Category | This report will show all the clients list by Service Category | clt_client_rep_id , client_channel , as_on_date , client_source , client_status , category_id |
SalesReturnDetailReport | Sales Return Report | This report will show all the sales return done. | str_tenant_ids |
EmailTransactionReport | Email Transaction Report | This report will show all the email transaction detail report | str_tenant_ids , email_transaction_status |
SMSTransactionReport | SMS Transaction Report | This report will show all the sms transaction detail report | str_tenant_ids , sms_transaction_status |
WhatsAppTransactionReport | Whatsapp Transaction Report | This report will show all the whatsapp transaction detail report | str_tenant_ids , whatsapp_transaction_status |
PaymentTransactionReport | Payment Transaction Report | N/A | payment_mode_level_1_single , payment_log_derived_status , sales_rep , str_tenant_ids |
CountByMemberCategoryWise | Historical Client by service category | N/A | service_category_name , include_non_base_membership , str_tenant_ids |
ClientTrialReport | Client Trial Report | This report will display all clients, including their trial count and conversion status. | trial_type , conversion , str_tenant_ids |
InvoiceAndPaymentDetails | Invoice Detail Report | This report will show all the invoices and its payments | Not Specified |
ServiceCategoriesAndChargesPayments | N/A | This report will show all the service categories and charges and its payments | Not Specified |
MembershipDetails | Membership Report | This report will show all the membership details | Not Specified |
LLCValueReport | N/A | N/A | Not Specified |