Dashboard & Reports Questions and Answers
Quick answers for common dashboard and report questions
Can I filter the dashboard to show data for a specific date range?
-
Yes, just select the date range at the top right of the dashboard to filter the data shown.
How do I export data from the Financial Analytics Dashboard?
-
Select Filter Plans to choose which memberships to include, then click Export to Excel.
How do I generate an Attendance Report?
-
Members → Attendance Report → select included members and date range → Export CSV or Export PDF.
Where can I find a report detailing my overdue members?
-
Billing → Overdue → Export CSV → select date range → Download CSV.