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  1. Gym + CRM + Billing
  2. Reports and analysis
Reference

Reports for the questions your team asks

Read booking, charge, payment and service work from linked records.

Overview
Gym + CRM + Billing · Overview

Gym + CRM + Billing dashboard

This quarter

Service tasks in view
6
Cleaning
2
Maintenance
2
Member Service
2

Bookings by status

How far records got this quarter

StageReachedStep
Requested31
Confirmed1032%
In Progress220%
Completed150%

Attendee count by status

Sample totals per stage

0
-1000Requested
0Confirmed
-4000In Progress
-1000Completed
-4000Cancelled
Example screen with sample data

Questions to answer

Arrival work

Which confirmed bookings start soon, and which requested bookings still need a decision?

Resource use

Which rooms are in use, cleaning or maintenance, and which are available?

Facility activity

Which restaurant and spa bookings have associated charges on a guest stay?

Financial review

Which posted charges are covered by confirmed payments and which balances remain open?

Service backlog

Which tasks are open, assigned or in progress, and who owns them?

More reports

Booking status by arrival period List

Count bookings by status and arrival date.

Occupied resource schedule List

Show confirmed and in-progress bookings by resource and date interval.

Daily rate by resource type List

Compare dated daily rates and minimum stay rules across resource types.

Facility demand List

Count restaurant and spa bookings by facility and booking date.

Facility charge review List

Total draft, posted and voided facility amounts by booking.

Guest folio position Grouped

Compare posted guest charges and confirmed payment evidence under each booking.

Payment evidence exceptions List

Show pending and refunded payments with provider reference and amount.

Service task backlog List

Show open and assigned tasks by assignee, resource and due date.

Set up Gym + CRM + Billing your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started