Report Tables
Find and use Okfit reports under Members, Income & Expense, and Consolidated Report
Report Tables is the help category for Okfit’s report screens. In the product there is no sidebar named Report Tables — reports live under Members, Income & Expense, and Consolidated Report.
Where reports live in Okfit
Report Category | Where in Okfit |
|---|---|
Members | Active, At-Risk, Lost, Dormant, renewals, birthdays, and other member lists |
Income & Expense | payments received, invoices, expenses, leads & sales, plan performance, PT, wallet |
Consolidated Report | Sales, Payments (collection), Payment Modes (Admin) |
Export Data | emailed Excel downloads (separate from on-screen table Export) |
Typical use
Open the report from the sidebar
Set filters / date range if shown
Use table Export for CSV / Excel / PDF on that page
Or use Send Message on member lists to broadcast (see Communication)
For full data dumps, use Export Data