Fit Pro Tracker wanted to make reports easy for you to access and read. The article below will go over the different billing reports that are currently available to help you track the health of your company.

There are several Billing Reports you can access in Fit Pro Tracker to help you obtain various information. The reports include:

The Transaction Report is a powerful tool designed to give a complete picture of all monetary transactions in the system. It allows you to easily monitor payments, refunds, losses, and pending transactions—all in one organized report.

With categorized transactions, visual summaries, and export options, this report helps you:

Whether you need a quick overview of your financial health or a detailed breakdown of transactions, this report provides the clarity and transparency you need to make informed decisions.

🔗 Learn more about how this report works by checking the full article.

The Canceled Memberships Report gives you insight and data on member cancellations. You can filter your canceled memberships by date range, the reason for the cancellation, and/or the membership type.

The Canceled Memberships report shows the Customer Name (you may click on the name to go directly to the client profile), Membership Name, Membership Type, the date the customer became a member, Cancelation Date, the reason for Cancelation, Total Lifetime Value (how much the member paid while they were active), any notes entered and the User that canceled the membership.

This report helps you account for new memberships, including those that are scheduled but have not yet made their first installment payment. You can filter by Date Range or Membership Type. The Member Since date will show when they became a member.

The Pause and Freeze Membership Report helps track memberships that have been temporarily paused or frozen. This report provides transparency into the status of affected memberships, allowing you to manage member accounts effectively and ensure accurate billing.

With this report, you can:

This report ensures that membership holds are clearly documented, reducing confusion for both staff and members while keeping billing records accurate.

👉 Click here to view the full details of this report.

The Projected Revenue Report gives you a clearer, more detailed view of your expected recurring revenue. The report provides a comprehensive forecast of your projected revenue and potential losses over the next 12 weeks, helping you stay ahead and make informed decisions.

In this report, you can view:

📖 See the complete breakdown of this report by clicking here.

This report will show all the memberships currently in an active status in Fit Pro Tracker. You can filter it by the Membership type, and it will tell you the start and end date. Plus, you will see the last payment date as well as the customer's balance and the membership's last invoice.

An important note: New members who have not yet paid the first installment will not show on this report, nor will any membership that is not reflected on the Projected EFT report. If Paid in Full memberships are set up as single payments with EFT turned off, they will not show up on your Active Memberships Report.

This report will show all the active trials you have in Fit Pro Tracker. You can filter it by the Membership type, and it will tell you the start and end date. Plus, you will see the last payment date as well as the customer's balance and the membership's last invoice.

This report shows the total past due amount. There are 2 filters: By Customer and by Invoices.

Customers:

Invoices:

📌 Click here to access the detailed guide for this report

This report makes it easy for you to see any inactive/expired or near-expired cards in your Fit Pro Tracker billing system. It will show the Customer, Card Holder name, Card Number, Expiration Date, Expiration Status, the status of the card, if the card is Primary, Last Payment Date, and the Last Transaction Details.

Under the Last Transaction Details column, you are able to click the view button for the client to see additional details.

The Merchant's Deposits Report is a quick, easy way to access the deposit statement information that Zift emails to you daily. You can easily see what deposits have gone to or are going to your bank account without having to search through your email. The information contained in this report comes from Zift.

This report can be filtered by date. You will notice a summary for the selected date range under the date filter.

The report shows daily deposit information that can be expanded to show each transaction contained in the deposit. Expand the data by clicking the arrow next to the deposit date.

An important note: The activity date is the date that the invoice was processed in FPT. This is the date you would search your transaction report for in order to reconcile the transactions deposited (Merchant Statement) with the invoices processed (Transaction or Gross Revenue Report).

✨ For a detailed walkthrough, click here to read the full report article.

Similar to the Merchant Deposit Report, the Merchant Statement Report pulls all of the information from Zift and contains information on deposits. You can filter this report by dates. Clicking on the Statement ID Link within the report will take you to the Merchant's Deposits Report to view the Statement Details.

💡To download monthly statements, review the full report article here.

The Gross Revenue Report can be filtered by date range. This report receives its information based on invoices processed. When comparing this report to your Merchant Statements, you will need to adjust the dates by 3 business days before the deposits.

Under the date filter, you will notice a summary of your Gross Revenue for the Previous Period and for this Period. You will also notice information for Gross Revenue according to the organization. This information is for franchisors and is the Gross Revenue less any retail transactions.

This report is great for seeing your revenue. It contains information on the date of the transaction, the total amount of the transaction, how much you collected in taxes, and the transaction type. This report can also be useful in calculating taxes. It is easy to export to Excel and total up the Tax Amount.

The Modified Invoice Report gives insight into any single invoices that were modified to an amount different than the regular subscription amount. This is useful to look at to verify that the invoice was modified correctly.

This report offers various filters, including date range, Customer, Membership, Staff Member, and Action Status.

Once the filters are selected, the report will show the Customer Information, Membership Name, Installment Date (the date the invoice is scheduled to process), Action (what the installment amount was changed to), Staff member who made the modification, Notes made when modifying the installment amount, and the Status (Complete, Failed, Upcoming, In Progress).

📝 Get the full details and step-by-step instructions in the complete article.

The Audit Report helps you track and review changes made within the system. It covers both monetary changes (such as transaction updates) and session changes (like modifications to scheduled sessions).

You can generate these reports for a selected date range and download them as Excel files, making it easy to verify adjustments and maintain accurate records.

📝 Get the full details and step-by-step instructions of the Monetary Changes in the complete article.

📊 Explore all the Session Changes features in the full documentation.