Use filters in reports

Basic filters

All reports include:

Date range

• Today.
• This week.
• This month.
• Last 3 months.
• Custom.

Student status

• Active.
• Inactive.
• All.

Advanced filters

Depending on report type:

In attendance reports

• Class type: Fundamentals, advanced, open mat.
• Schedule: Morning, afternoon, evening.
• Instructor: Filter by who taught the class.
• Minimum attendance: Only students with X+ classes.

In financial reports

• Payment method: Card, direct debit, cash.
• Payment status: Completed, pending, failed.
• Plan: Filter by subscription type.

In student reports

• Belt: White, blue, purple, etc.
• Seniority: New, 6+ months, 1+ year.
• Plan: By subscription type.

Save filters

To reuse configurations:

1. Configure the desired filters.
2. Click Save filters.
3. Give it a descriptive name.
4. Next time, select your saved filter.

Combine filters

You can use multiple filters at once for very specific data:

Example: Active students + Blue belt + Professional Plan + More than 8 classes/month

This will show your most committed blue belt students.