March 2025 – Reports, Filters & Financial Clarity! 📊💡

This month, we’ve focused on giving you more control, clarity, and customization across reports and client management. Here’s what’s new:

1. Plan Status at a Glance On the Client Details → Plan tab, you’ll now see a status column showing whether a plan’s payment is Paid or Unpaid. No more guesswork!

2. Clearer Transactions View On the Client Details page, we’ve separated transactions into two tabs: Pending and Received. Because organized finances = happy admins!

3. Coach Name in Attendance CSV When downloading the Overall Class Attendance report, you’ll now see the assigned coach’s name included. More context, better tracking!

4. Level Filter on Attendance Page On the Mark/View Attendance page, you can now filter clients by Level. Whether it’s Beginner or Advanced, find who you need in a click.

5. Invoice Downloads – Now in PDF Too! Under Invoices → All Invoices, you can now download the full list of invoices with payment status and other details in PDF format, in addition to Excel. Choose your format, rule your records!

6. Revenue Report by Class & Level We’ve added Class and Level filters to the Revenue Report so you can drill down into what’s working best. Data-driven decisions just got easier!

7. New Report: Cash in Bank & In Hand Track your liquid assets with the new Cash in Bank and In Hand report. Know exactly where your money is — and how much of it!