Reports guide: Engagement and marketing

This guide covers the 9 reports for surveys, videos, loyalty points, campaign tracking and SMS. New to reports? See Run, schedule and read reports to learn how to run, schedule and read them.

In this article

• Surveys: Overview
• Surveys: Single Survey Detail
• Surveys: Single Survey Summary
• Videos: Views
• Videos: Views (Detail)
• Videos: Bookings
• Points Pots: Completion
• UTM: Tracking
• SMS Logs

Surveys: Overview

What it does: Counts the survey requests sent in your range and how many were completed, with a response rate. Results are split by survey and by the class each request was sent for.

Why use it: To compare how many customers were sent each survey and how many answered.

Filters

What's in the file: One row per survey per class it was sent for. Columns: Survey #, Survey name, Total sent, Total responses, Response rate.

Good to know

• A survey can appear on several rows (one per class), with no class column to tell them apart. Add up rows per survey for a survey-level total.
• A response counts if the request was ever completed, even after your range.

Surveys: Single Survey Detail

What it does: Lists every response submitted to one survey in your range, with each answer in its own column. You can narrow it by location, class type, instructor or customer tag.

Why use it: To export raw answers for your own analysis, such as average ratings by instructor or free-text feedback for one location.

Filters

What's in the file: One row per response. Columns: Survey #, Survey name, Submitted at, Customer #, Survey target, then one column per question (multi-choice questions get one column per option, marked ✓ or ✗), then any optional columns. NPS category is Promoter (9–10), Passive (7–8) or Detractor (0–6).

Good to know

Columns follow the survey's questions, so exports of different surveys won't line up. Location, class type and instructor filters leave out responses not linked to a class.

Surveys: Single Survey Summary

What it does: Summarises one survey's responses in your range, one row per class it was sent for: average scores for rating questions, the percentage choosing each option, and a count of text answers.

Why use it: For a quick snapshot of results per class, such as each class's average rating.

Filters

What's in the file: One row per class, plus an "Unknown" row for responses not linked to a class. Columns: Survey #, Survey name, Survey target, Total responses, then one column per question (or per option for choice questions).

Good to know

Option percentages for multi-select questions can add up to more than 100%. Percentages are of all responses for that class, including people who skipped the question. There is no overall total row.

Videos: Views

What it does: For each video watched in your range, shows how many customers watched it, the number of views and the total watch time.

Why use it: To rank your video library by popularity and watch time.

Filters

What's in the file: One row per video with at least one view. Columns: Video ID, Video Name, Video Duration (seconds), Instructor Name, Customers Viewing, View Count, View Duration (Seconds).

Good to know

Live and on-demand videos are both included. Instructor Name is the first name only. Videos without an instructor or class type are left out.

Videos: Views (Detail)

What it does: For each customer and video watched in your range, shows how many times that customer watched it and their total watch time.

Why use it: To see which customers watch which videos and for how long.

Filters

What's in the file: One row per customer per video. Columns: Customer ID, Customer Name, Video ID, Video Name, Video Duration (seconds), Video Created At, Video Type (Live or On-demand), Instructor Name, View Count, View Duration (Seconds), tags.

Good to know

Videos without an instructor or class type are left out.

Videos: Bookings

What it does: Lists video views in your range that were linked to a booking, with the video, instructor, booking, its value and how it was paid for.

Why use it: To see which customers booked and watched which videos, and whether they used a membership or credits.

Filters

What's in the file: One row per booking, video and customer. Columns: customer_id, video_id, video_name, instructor_first_name, booking_id, paid_value, booked_using (Subscription or Credits), Date (first view in the range).

Points Pots: Completion

What it does: For each points pot, shows a current snapshot of customers with points, customers who have completed it, completion rate, average balance and customers in progress.

Why use it: To see how engaged customers are with each loyalty or stamp-card pot.

Filters

What's in the file: One row per pot, in display order. Columns: Pot ID, Pot Name, Visibility, Max Points, Customers With Points, Customers Completed, Completion Rate (%), Total Completions, Average Points Per Customer, Customers In Progress.

Good to know

• There is no date filter: figures are as at the moment you run it.
• Customers With Points uses current balances above 0. Customers who completed and then spent their points still count as completed, so Completion Rate can exceed 100%.
• Pots that reset weekly, monthly or yearly only keep completions since the last reset, unless the pot is set to retain completion history.

UTM: Tracking

What it does: Lists the campaign tracking (UTM) details recorded when customers arrived through a tagged link and registered, in your range.

Why use it: To see how many sign-ups came from a social, email or ad campaign, and which customers they were.

Filters

What's in the file: One row per UTM record. Columns: id, Related To:, Related To ID (the customer ID), source, medium, campaign, term, content, created at.

Good to know

Customer names and emails aren't included; look customers up by ID.

SMS Logs

What it does: Lists every SMS message sent in your range, newest first, with the recipient, message text and delivery status.

Why use it: To check that a reminder or marketing text reached a member, or to audit what was sent.

Filters

What's in the file: One row per message. Columns: ID, Customer ID, Recipient, Message, MessageBird ID, Status, Sent At.

Good to know

The report doesn't include message pricing.