Why This Matters

Financial reporting gives you clear insight into your business’s revenue, performance, and overall financial health. These reports help you track trends, make informed decisions, and maintain a strong, predictable financial foundation.

Step-By-Step How To

How to find Attendance Reports

1. Go to Analytics > Reports
2. Select the Financials Tab
3. Click on the name of the report you would like to view

Revenue Reports:

• All Invoices
  • Provides a list of each individual invoice that has ever been generated within your Wodify environment
• Appointment Value Detail
  • Provides each appointment that was booked and it's value
• Daily Sales
  • Provides a chronological list, grouped by day, of all daily sales based on the payment due date
• Online Sales Page Sales
  • provides a list of all sales that come from the Online Sales Page
• Overdue Invoices
  • provides a complete list of all open invoices that are Unpaid and have a Payment Due Date in the past.
• Paying Clients By Month
  • displays a list of all active clients who are paying for a membership during the given month
• Point of Sale Sales
  • provides a visualization and table of retail sales from Point of Sales
• Promo Codes
  • provides a summary of promo code usage, totalling the number times codes were redeemed and the total value redeemed
• Revenue by Membership
  • provides a list of all membership plans, their corresponding number of memberships, and the total net revenue
• Revenue by Month
  • generates a chart displaying revenue by month and location
• Revenue by Product
  • provides the total net revenue generated for each product
• Revenue by Revenue Category
  • provides a list of total net revenue grouped by revenue category and location
• Revenue by Staff
  • provides a list of staff members and the total net revenue from invoices that they created
• Store Credit Invoices
  • represents a list of invoices for purchases of store credit
• Tax Summary
  • shows the total amount of tax paid, associated with invoices that had a payment due date within each month
• Value of Each Client
  • provides a list of clients and the sum of all money ever collected from that client

Transaction Reports:

• Failed Transactions
  • provides a list of any invoices that attempted to run, but the transaction failed
• Payouts
  • provides a list of all payouts along with summaries of charges, refunds, adjustments, fees, and net totals

Payment Method Reports:

• All Payment Methods 
  • shows you the type of default payment set for each client
• Expiring Credit Cards
  • provides a list of all of the credit card payment methods that are due to expire within the selected time frame
• Payment Methods Without Valid Mandate
  • provide a list of payment methods within your environment without a valid mandate
• Unused Store Credit
  • provides a list of all unused store credit associated with your clients

Payroll Reports:

• All Payroll
  • provides a summary of payroll detail by pay period
• Payroll Forecast
  • provides forecasted payroll based on future class schedules and will update if there are any changes made to the class schedule
• Payroll History

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FAQs

1. "Can financial reports help me predict future revenue?" Answer: Yes—by analyzing past sales, membership activity, and payment patterns, financial reports help you identify trends and forecast future income more accurately.
2. "Can financial reporting help me understand which parts of my business are most profitable?" Answer: Yes—these reports break down revenue by categories, memberships, and services so you can see what’s performing best.