Pogozo groups its reports into the same categories you see across the top of the Reports page. Use the links below to jump straight to a guide for any individual report.
Before you start
These apply to every report — worth reading once so the rest make sense.
Filters and date ranges — how to narrow a report and choose the period it covers.
Paid vs Accrued revenue — the two ways money is counted across the financial reports.
Printing and exporting — how to print or download a report to Excel/CSV.
Appointments, Classes & Memberships
Active memberships — members with a currently active membership.
New memberships — memberships that started in the period, with a sign-up trend chart.
Cancelled/expired memberships — memberships that ended or lapsed.
Financials
Revenue — overall revenue over time, with the details tables and how tax, write-offs and discounts are handled.
Revenue by membership — revenue broken down by membership.
Revenue by appointments — revenue broken down by appointment.
Revenue by classes — revenue broken down by class.
Revenue by team member — revenue per team member by source, with per-appointment and per-class averages.
Outstanding invoices — invoices still owing.
Uninvoiced appointments — appointments not yet invoiced (and not membership-covered).
Uninvoiced classes — class bookings not yet invoiced.
Payment Summary — a summary of payments taken.
Clinic
Appointments — the clinic appointments view.
Classes — the clinic classes view.
Clinic — the five KPI tiles: average lifetime value (overall and by source) and average length of engagement.
Incomplete treatment notes — appointments still missing their treatment notes.
Training manual — the training manual report.
Clients
New clients — new clients over time, with a Joined / First Attended metric.
No upcoming bookings — clients with no future appointment or class booked, so you can follow up.
Birthdays — client birthdays and current age.
Did not arrive — appointments where the client did not show up.
Cancellations — appointments that were cancelled.
Referrals — where your clients came from, by referral source.
Pending Documents — incomplete client documents and outstanding form submissions.
Treatment plans — clients' treatment plans.
Shops
Shop changes — an audit trail of every stock adjustment (item, date, ± quantity, who, reason).
Sold stock report — how shop products are selling, with average unit price and profit.