Pogozo

An overview of all of the reports you'll find in Pogozo

Reports

Client Reports

Practitioner Reports

Financial Reports

Viewing reports for Appointment, Classes and Memberships

Appointment, Class & Membership Reports

Shop Reports

The overall Revenue report (Financials): the Revenue over time chart, the Revenue details tables, and how tax, write-offs, discounts and the Paid/Accrued views work.

Reports: Revenue

The difference between the Paid and Accrued revenue views on Financials reports, with a worked example.

Reports: Paid vs Accrued revenue

What each report filter and date control does. Location, Team member/Practitioner, Membership, type/category, and the All Time / Date Range / Single Day presets.

Reports: Filters and date ranges

How to print a report as a PDF (1,000-row cap) or export the full filtered set to a spreadsheet, and how those versions differ from the on-screen table.

Reports: Printing and exporting

Appointments that were cancelled. The shared appointment list filtered to cancelled status. A list report — no calculations.

Reports: Cancellations

Client birthdays and current age. Explains that age uses a fixed 365-day divisor with no leap-year adjustment.

Reports: Birthdays

The Clinic Report's five KPI tiles: average lifetime value (overall and by source) and average length of engagement, with formulas.

Reports: Clinic

Where your clients came from, by referral source, with each source's share of your client base. This report has no print or export.

Reports: Referrals

Team training progress (X of Y complete, % and 'need help' count); gated by the Training manual feature.

Reports: Training manual

Memberships that started in the period, with a sign-up trend chart. A list report with no calculations.

Reports: New memberships

Invoices with money still owing, with Aged Debtors buckets and a Prepayment filter; Amount = remaining balance.

Reports: Outstanding invoices

Outstanding paperwork shows incomplete client documents and outstanding form submissions in one list. A list report that contains no calculations.

Reports: Pending Documents

An audit trail of every stock adjustment (item, date, ± quantity, who, reason). A list report that has no calculations, no filters.

Reports: Shop changes

Per-practitioner appointment scorecard (Clinic tab): PVA, utilization, cancellation/DNA/re-booking rates, with worked examples.

Reports: Appointments (Clinic)

Money taken by payment method with a payment-list detail; refunds reduce the method total.

Reports: Payment Summary

Active memberships over time, today's active breakdown by type (the pie share is a client-side proportion of counts), and the member list. Explains "active today".

Reports: Active memberships

Client treatment plans with a derived Active/Inactive status and used/limit usage, plus the richest filter bar (two independent date ranges).

Reports: Treatment plans

Per-coach class scorecard (Clinic tab): class PVA, capacity-based utilization, cancellation/DNA/re-booking rates, with worked examples.

Reports: Classes (Clinic)

Class bookings not yet invoiced (and not membership-covered); needs a filter selected to run.

Reports: Uninvoiced classes

New clients over time with a Joined / First Attended metric and a filter-gated client list. A count-based list report.

Reports: New clients

Membership revenue by type over time, and why the "Average Revenue over time" chart is actually a period total, not a mean.

Reports: Revenue by membership

Class revenue by type over time; the "Revenue over time" chart shows a period total, not an average.

Reports: Revenue by classes

Appointment revenue by type over time, and why the "Average Revenue over time" chart shows a period total, not an average.

Reports: Revenue by appointments

Appointments where the client did not show up (no-shows). The shared appointment list filtered to did-not-arrive status. A list report.

Reports: Did not arrive

Memberships that ended in a year (cancelled or expired), with a Status column and an Expired/Cancelled multi-select. A list report, it has no calculations.

Reports: Cancelled/expired memberships

How shop products are selling: summary + details tables, with the quantity-weighted Average Unit Price and Profit (using the item's current cost price).

Reports: Sold stock report

Lists appointments missing their treatment notes; gated by treatment-notes access. The Action column is on-screen only.

Reports: Incomplete treatment notes

Clients with no future appointment or class booked, so you can follow up and re-book them. A list report with no calculations.

Reports: No upcoming bookings

Revenue per team member by source, with genuine per-appointment and per-class averages; a gated report.

Reports: Revenue by team member

Appointments not yet invoiced (and not membership-covered); needs a filter selected to run.

Reports: Uninvoiced appointments

How to use activity logs in Pogozo to track changes to invoices, appointments, classes, and communications.

Tracking changes and activity in Pogozo

Alex Pogozo

Jadzia Frith

Get details on your clients, finances, team and more. 

Reports 

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