How to use Income & Expense reports
Covers: Payments Report, Invoice, Expense, Leads & Sales, Plan Performance, PT, Wallet
Income & Expense holds money and sales performance reports for your gym. Open a report, set the date range, then export the table if you need a file.
Where
Sidebar → Income & Expense
Common reports
Payments Report — membership payments received in a date range
Invoice Report — invoices raised (view / email / download from the row — see Payments)
Expense Report — expenses booked (add expenses — see Payments)
Member Payments Due — outstanding balances chase list (see Payments)
Leads & Sales Report — sales funnel / performance style report
Plan Performance Report — how membership products are performing
Personal Training Report — PT session style reporting
Wallet Transaction Report — wallet movements when wallet is used
How to run a report
1. Open Income & Expense → the report you need
2. Choose the date range (and any other filters)
3. Review the table
4. Use table Export for CSV / Excel / PDF if needed
Important naming note
Income & Expense → Payments Report is membership payments only.
Consolidated Report → Payments Report can include memberships, rentals, and POS. They are different screens.