Go to Reports in the sidebar.
The Reports section brings all of your Members One data together in one place. It is grouped into pages by topic, so you can look at memberships, sales, scheduled orders, loyalty, customers, bookings and point of sale each on their own page. Every page gives you the same tools: summary figures at the top, a live preview of the data, filters to narrow it down, and an export when you want the full file.
Each page also offers several report types you can switch between, so a single page can answer more than one question. This article introduces every page and the reports it contains, then explains how previewing and exporting work, which is the same across the whole section.
Membership Reports
Go to Reports > Membership. These reports cover how your subscription clubs are growing, holding and losing members over time.
| Overview | A snapshot of your memberships, including total, active and paused counts. |
| Signups | New memberships created in the selected period, including the source they came from. |
| Cancellations | Memberships cancelled in the selected period, with a total cancellations figure. |
| Churn Analysis | Active members at the start of the period against cancellations and new signups, with a churn rate and net change. |
| MRR (Monthly Recurring Revenue) | Your total monthly recurring revenue, active memberships and the number of clubs contributing to it. |
| Payment Method Health | The state of members' saved cards, broken down into valid, expiring soon, expired and no card on file. |
Sales & Revenue Reports
Go to Reports > Sales & Revenue. These reports show where your revenue is coming from and how it moves over time.
| Overview | A summary of your sales and revenue across the selected period. |
| By Club | Revenue grouped by subscription club, so you can compare how each one performs. |
| By Product | Revenue grouped by product, showing your strongest sellers. |
| By Period | Revenue broken down over time, so you can spot trends and seasonal changes. |
Scheduled Order Reports
Go to Reports > Scheduled Orders. These reports track how your recurring club orders are being processed.
| Overview | A summary of scheduled orders and how they are progressing through processing. |
| Fulfillment Rates | How reliably your scheduled orders are being fulfilled over the selected period. |
| Failures | Scheduled orders that failed to process, so you can follow up on the ones that need attention. |
Loyalty Reports
Go to Reports > Loyalty. These reports show how members are spread across your loyalty discount tiers and how they move between them.
| Overview | A summary of loyalty activity across your tiers for the selected period. |
| Tier Distribution | How your members are distributed across each loyalty tier. |
| Tier Movement | Members moving up or down between tiers over the selected period. |
Customer Reports
Go to Reports > Customers. These reports look at your customer base as a whole, beyond any single club.
| Overview | A summary of your customers. When no dates are set, it shows all customers rather than a single period. |
| Retention | How well you are keeping customers over time. |
| Lifetime Value | The value each customer has contributed across their history with you. |
| Acquisition | How and when new customers were acquired over the selected period. |
Booking Reports
Go to Reports > Bookings. This page has two tabs at the top, Reservations and Events, and the available reports change depending on which tab you are on.
Reservations
- Guest List: the guests booked in, with their booking details and check-in status.
- Overview: a summary of your reservations, including total bookings, guests, revenue and attendance.
Events
- Guest List: the ticket holders for your events, with their booking details and check-in status.
- Session Breakdown: bookings broken down by session, including capacity and how much of it is booked.
- Overview: a summary of your events, including total bookings, tickets, revenue and attendance.
You can also narrow a booking report to a single reservation or event using the selector on the page.
Point Of Sale Reports
Go to Reports > Point Of Sale. This page reports on your point of sale activity and has two tabs.
- End Of Day: an end of day summary of your POS trading.
- Daily Pours: a breakdown of pours recorded through your POS.
Please note: Point Of Sale reports use a separate permission from the other report pages, so a staff member may be able to open some report pages but not this one. Check the user's role if the page does not appear.
Previewing And Exporting
Every report page works the same way, so once you know one you know them all.
Choosing A Report
- Use the Report Type dropdown near the top of the page to switch between the reports available on that page.
- The summary cards and the preview table update to match your choice.
Previewing The Data
- The preview table shows a limited number of rows so the page stays fast, with a "Showing X of Y records" line telling you how many records match in total.
- The preview always reflects your current filters, so what you see is what you will export.
Filtering
- Select Filter to open the filter menu. Every page offers a date range, and each page adds its own filters on top, such as club, status, order type, payment status or loyalty tier.
- The number next to Filter shows how many filters are active.
Exporting
- Choose your Format, either Excel (.xlsx) or CSV (.csv).
- Select Export Report. The file is generated in the background, so the button shows Generating report... while it works and you can keep using the page.
- When it is ready, a Download button appears with the row count. Select it to save the file. Exported files contain only the filtered data, not just the preview rows.
Recent Exports
- Each page keeps a Recent Exports list of the reports you have generated, so you can download an earlier file again or delete one you no longer need.
- Generated files are kept for 30 days and then removed automatically, so download anything you want to keep.
If a report is not showing the figures you expect, please get in touch with our support team.