Reporting for Dance Studio Management
Dashboarding Insight
Bar chart revenue summary – Visualize current enrollment revenue and class details easily.
Set instant alerts – Stay on top of waitlists, absences and birthdays in the next 10 days.
Aged accounts review – See under 30, 30–60, 60–90 and 90+ “past due” family account listings.
Key metrics – Visualize class drops, enrollment, profitability, revenue and past due accounts.
Task lists – Build “to do” lists and track completed tasks.
Staff announcements – Deliver announcements to staff using different colors and fonts.
Financial Data
Aged fees – View past due fees along with a family subtotal.
Revenue summary – Review current enrollment revenue and class details.
QuickBooks – Track revenue by day by category and payment type, and also upload daily revenue totals to QuickBooks.
Paid fees – View paid fees, including tax, by any date range.
Advanced transaction search – Select search criteria for revenue report reconciliation, and search for specific transactions or payments.
Deposit report – View deposits in any date range organized by payment method.
Payment-type summary – See payment totals organized by payment method.
Reports by Family
Top 100 customers – Explore your top dance customers by revenue.
Source report – Review families for “how did you hear about us” information with totals for each source, giving you insight into which marketing methods work best.
Advanced family search – Apply multiple criteria to search family data.
Family address listing – Find home addresses, phone numbers, email addresses and source info by family.
Print family mailing labels – Print Avery 5160 mailing labels for families.
Family ePayment – List families that use ePayments billing. Easily search for missing or expired credit cards.
Class
Online registration report – Visualize recent online registrations.
Absences/make-ups – Review absences/make-ups by date range along with student and class data.
Advanced class search – Find dance classes matching any search criteria.
Enrollment detail – Display and review student contact, emergency contact and special needs information and more.
Enrollment snapshot – See current class sizes along with projected tuition totals.
