Run, schedule and read reports – CodexFit

CodexFit has a library of reports covering bookings, attendance, sales, memberships, instructors, stock, marketing and more. Every report downloads as a CSV file, which opens in Excel, Numbers or Google Sheets. This article shows you how to run one, schedule it to run automatically, and make sense of the results.

Run a report

In the admin panel, open Reports → Reports and create a new report run.
Pick the report and fill in its filters. Any required filters must be set before the report will run.
The report runs in the background. When it's finished, open it from the Reports list and download the results.

Schedule a report

Any report can also run on its own from Reports → Scheduled Reports. You can set:

Frequency: Daily, Weekly (pick the day) or Monthly (pick a day from the 1st to the 28th, or the last day of the month), at a time you choose. The default time is 08:00.
Rolling dates: set date filters relative to the day the report runs (for example, "last 7 days") so every run covers a fresh period. Or leave the dates fixed.
Email when complete: notify chosen admin users, and any extra email addresses, when the file is ready.

Use Run Now to run a schedule straight away. You can switch a schedule on or off at any time.

Read your results

Money columns follow your workspace's Currency units in exports setting. Unless it's set to major units, amounts show in pence with no currency symbol, so £12.50 appears as 1250. If it's set to major units, it appears as 12.50.
Date ranges include the whole of the From and To days, unless a report's notes say otherwise. Each report says which date the range applies to, for example the date a booking was made versus the date of the class.
Include customer details options, where a report has them, add the customer's name, email and telephone next to their customer ID.

Report guides

Each guide explains every report in its group: what it does, when to use it, its filters, and what the downloaded file contains.