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

You can access the reports by clicking Membership Billing > Reports.

Reports Pro-tip:

The transaction report was designed to help you see the health of your business. You can view all transactions processed through Fit Pro Tracker including refunds, credits, and more. You’ll be able to filter the report by date, transaction type, membership name, and membership type. Under the filters there is a Transaction Report Summary which changes based on the date range filter. This helps you quickly see totals of the various transaction types.

Below the summary is an itemized list of the transactions including the Transaction number, Customer, the date the transaction was due, Amount, Transaction Type, Customer Balance, Type (Status of the transaction), and Notes.

You can also click on the transaction number to get the details or click on the contact’s name to be directed to the contact profile.

This is an invoice driven report and is great for reconciling your Merchant Deposit Statement. Keep in mind that the transactions occur 3 business days prior to the deposit into your bank account. When using this report to reconcile you will want to select dates according to these rules. For example, if you were looking at the report below the filtered dates would of Oct 1, 2021 - Oct 31, 2021 would reflect the deposits that occurred in your bank account on Oct 6, 2021 - Nov 3, 2021.

For additional tips and tricks on the deposit and transaction reconciliation process please see this article.

The Canceled Memberships Report gives you insight and data on member cancelations. 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 the by Date Range or Membership Type. The Member Since date will show when they became a member.

This report was designed for you to see and filter through all of your Frozen and Paused memberships. You can filter by the date range, the reason, all freezes or all pauses, and the membership type. The date will filter for the start of Freeze/Pause.

Data in the report includes the Customer Name, Membership Name that is paused/frozen, Membership Type, End Date (for Freezes), Reason, any Notes added when pausing/freezing, and any Follow-Up Tasks.

The Projected EFT helps you to forecast your recurring revenue for the next 30 days. The report will show data from the previous Sunday to 30 days in the future. Each Sunday the report will update and will always only include the next 30 days. While the dates cannot be filtered you may export the report to and excel document.

On the top of the report is a summary of the projected recurring revenue.

Below is detailed information regarding all the transactions expected to come in within that 30 day time period.

The itemized view includes Customer Name, Customer Email, Next Billing Date, Membership Name, Amount, Payment Method (information is masked except the last 4 digits of the account number), Payment Method Status. The Customer and Membership Name column have filtering capabilities by clicking the filter icon.

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 last invoice.

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

Customers:

Invoices:

This report makes it easy for you to see any inactive/expired or near to 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 the 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).