Reviewing Guest Purchases in Reports

With the Exercise.com Reports feature, you can easily review guest purchases and track financial data. In this tutorial, we’ll show you how to do this step by step.

1. Account

Click arrow menu next to the Account tab to reveal additional tabs.

2. Select Reports

Scroll down and click “Reports” to navigate to the reports section where you can review various data.

3. Financial Reports

Click “Financial Reports” to access financial data reports.

4. Charges Report

Click “Charges” to review detailed charge information for guest purchases.

5. Set Filters for Charges Report

You can apply filters including date range, destination account, location, staff member, coupon code, client, item type, payment method type, charge status—and even guest charges specifically.

6. Refresh Report

Click “Refresh Report” to update the charges report with the latest data.

7. View Generated Charges Report

View the refreshed Charges report to see updated guest purchase data.

8. Itemized Sales

Click “Itemized Sales” to view detailed sales data by item.

9. Set Filters for Itemized Sales Report

You can apply filters including date range, destination account, location, staff member, coupon code, client, item type, items, package category, payment method type, purchase type, charge status—and even guest charges specifically.

10. Refresh Report

Click “Refresh Report” to load the most current itemized sales data.

11. View Generated Itemized Sales Report

View the Itemized Sales report to complete your review of guest purchases.

This guide walked you through the steps to review guest purchases using the Charges and Itemized Sales reports. With these tools, you can track revenue more effectively and gain insight into guest activity.