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What is the New Unified Reports page and how does it work?

View payments, bookings, and attendance in one central dashboard.

Why Use This Feature?

The Unified Reports dashboard is designed to give you a clear overview of your business at a glance. You can customise which reports appear, adjust date ranges, compare performance over time, and drill into the data behind each number. 

This flexibility helps you spot trends, monitor performance, and make informed decisions faster.

Step-by-Step Instructions

  1. Open LegitFit in a web browser.

    • Reports are currently available on web only.

  2. Go to Reports from the admin dashboard.

  3. Use Customise to control which reports appear:

    • Toggle reports on or off, including graphs, lists, and breakdowns.

    • Changes apply only to your view and can be updated at any time.

  4. Set the reporting date range:

    • Use quick options such as Today, Last 7 days, Last month, Month to date, Year to date, or Last 6 months

    • Or select custom From and To dates using the calendar fields.

  5. Adjust how data is displayed:

    • Switch between daily or weekly views where available.

    • Compare performance using Previous period, Previous month, or Previous year.

  6. View detailed data:

    • Click View more on any report card to open the full table behind the metric.

    • Each detailed view supports searching and filtering.

  7. Download reports:

    • Use the CSV download option with the detailed tables to export data.

Understanding the Key Metrics

Lifetime volume
The estimated gross revenue from all card payments processed through your account since launch. This includes payments currently in your Stripe balance and amounts in transit to your bank.

Stripe current balance
The amount of money currently held in your Stripe account from recent payments.
Funds are transferred to your bank based on Stripe’s standard rolling payout schedule.

Active clients
The number of clients who currently have an active membership or package.

Average revenue per client
Your average monthly recurring revenue per active membership holder.
This is calculated by dividing your MRR by the number of clients with an active membership and should be treated as an estimate.

Viewing Data Behind Each Report

Every report card includes a View more option.

  • Payments reports show individual transactions

  • Membership and package reports show purchases and status

  • Bookings reports display booking activity

  • Attendance reports break attendance down by client

This allows you to move from high-level insights to individual records without leaving the Reports area.

Knowledge Base Imagery (2)-1

What Happens Next

Once you customise your dashboard, your preferences are saved automatically.
The Unified Reports page becomes your primary reporting hub, replacing the previous Payments, Bookings, and Attendance report pages.

Additional reports and breakdowns will be added over time as the feature continues to evolve.

Success Tip

If you regularly review reports with staff present, use PIN protection to prevent accidental access to sensitive financial data, especially when viewing payments or revenue metrics.