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.
Include archived— a checkbox with every report's filters, off by default, so archived team members and types are hidden from the dropdown and results. Tick it to bring archived items back into the report.
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.