How to Generate a Report

Learn how to generate reports to analyze your business performance. Reports provide detailed insights into payments, events, classes, scheduling, CRM, marketing, and SEO.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to view reports (typically organization owners and admins have this permission)
• Data to analyze (payments, events, customers, etc.)

Steps

Step 1: Navigate to Reports

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, go to Organization Management → Reports (or Analytics → Reports)
3. You'll see report options

What happens next: You'll see available report types.

Step 2: Select Report Type

1. Choose the report type you want to generate:

   • Payments: Payment transactions and revenue
   • Events/Classes: Event and class registrations
   • Scheduling: Appointment and schedule data
   • CRM: Customer and roster information
   • Marketing: Email and SMS campaign performance
   • SEO: Keyword rankings and SEO metrics

2. Select report type:

   • Click on the report type you want
   • Report configuration will open

Note: Different report types provide insights into different areas of your business.

Step 3: Configure Report Settings

1. Set date range:

   • Choose Date Range selector
   • Select custom range or preset:
     • Last week: Past 7 days
     • Last month: Past 30 days
     • Last year: Past 12 months
     • Custom: Specific date range
   • Example: Select "Last month" or "January 1 - March 31, 2024"

2. Apply filters (if available):

   • Filter by specific criteria
   • Example: Filter by product, customer, or event type
   • Narrow down report data

3. Select metrics to include:

   • Choose which metrics to include in report
   • Select relevant data points
   • Customize report content

Note: Date range and filters help you analyze specific time periods and data subsets.

Step 4: Generate Report

1. Review your report configuration:
   • Report type is selected
   • Date range is set
   • Filters are applied (if needed)
   • Metrics are selected
2. Click Generate Report
   • Report will be generated
   • Processing may take a moment
   • You'll see report results

What happens next: Report will be generated and:

• Data is analyzed and compiled
• Results are displayed
• Report shows insights and metrics
• Available for viewing and export

Step 5: View Report Results

1. Review report data:

   • See analyzed metrics and insights
   • View charts and graphs (if available)
   • Review detailed data tables
   • Understand business performance

2. Report information:

   • Summary metrics
   • Detailed breakdowns
   • Trends and comparisons
   • Actionable insights

Note: Reports help you understand your business performance and make data-driven decisions.

Step 6: (Optional) Export Report

1. Export report data (if available):

   • Click Export or Download
   • Choose export format (CSV, Excel, PDF, etc.)
   • Download report data

2. Use exported data:

   • Analyze in external tools
   • Share with team members
   • Create custom visualizations
   • Store for record keeping

Note: Exports help you use report data in other tools and systems.

Tips

• Use date ranges to analyze specific time periods
• Generate reports regularly to track performance
• Export reports for external analysis
• Compare different time periods to see trends
• Use reports to make data-driven decisions

Troubleshooting

Problem: I don't see the Reports page Solution: Check that:

• You have permission to view reports
• Reports feature is enabled
• You're logged into the correct organization

Solution: Contact your organization owner if you need access to reports.

Problem: Report generation fails Solution: Check that:

• Report type is selected
• Date range is valid
• Data exists for the selected period
• Report service is available

Solution: Verify report settings and ensure data exists. Try generating again or contact support.

Problem: Report shows no data Solution: Check that:

• Data exists for the selected date range
• Filters aren't excluding all data
• Date range includes periods with data

Solution: Adjust date range or filters. Verify data exists for the selected period.

Problem: I can't export report Solution: Check that:

• Export feature is available
• Report was generated successfully
• Export format is supported

Solution: Verify report was generated. Try different export formats if available.