Reports

The Reports screen provides an overview of your business metrics, payment status, booking occupancy, client statistics, trial conversion, and session notifications. It includes a personalizable dashboard with goal tracking powered by Nick's Dashboard (PRO).

Navigation: Go to Reports & Insights → Reports.

Nick's Dashboard (PRO)

A personalizable dashboard with four key business metrics tracked over the past 30 days:

Metric	Description
New enrolments	Number of genuinely new and first-time paying clients who booked onto your programme, not including returning clients or children who came for a free trial.
Churn	Percentage of clients who did not re-enrol.
Break even	Progress toward your break-even point (e.g. "7/31").
Received payments	Total payments received in the period.

Each metric card shows:

• Current value (past 30 days)
• Goal value
• Progress percentage
• Eye icon (view detail) and settings icon (configure)

Button: View — opens the detailed dashboard with per-programme drill-down.

Dashboard Detail

Navigation: Reports → Nick's Dashboard → View.

The detail view shows:

• All four metric cards at the top
• Drill down into data — a table listing each programme with its current period value

Column	Description
Programme	Programme name (clickable link).
Current period	Metric value for the current period.

Button: Set up again — re-run the quick setup wizard.

Quick Setup

Navigation: First visit to Reports, or click Set up again.

A 6-step wizard to personalize your dashboard. Set up 4 key parameters:

1. New Enrolments — select which programme to track and set a monthly target goal.
2. Churn — configure churn tracking parameters.
3. Break Even — set your break-even targets.
4. Received Payments — set payment goals.

Each step shows the metric explanation with tips from Nick Empson (Education franchise expert) and a Learn more about this growth metric link.

Payments

A summary of payment status for a selected billing period.

Field	Description
Billing period	Dropdown to select the period (e.g. "All").

A donut chart visualizes payment status with the following categories:

• Paid, Partially paid, Overpaid, Outstanding, Awaiting payment, Down payment unpaid, Down payment partially paid, Final payment overpaid, Final payment paid, Final payment partially paid, Final payment unpaid, No debt

Payment Reports

Report	Description
Insights and Trends	Booking and payment trends over time (see Payments Reference).
Payments by programme	Income breakdown per programme (see Payments Reference).
Direct debit export	Export direct debit data (see Payments Reference).

Bookings

Booking occupancy overview for a selected billing period.

Field	Description
Billing period	Dropdown to select the period.
Total capacity	Total available spots across all classes.
Bookings	Number of active bookings.
Capacity utilisation	Percentage of capacity filled.

A donut chart shows the breakdown by booking status:

• Enrolled (green)
• Late enrolment (blue)
• Waiting list (yellow)
• Cancelled (red)

Button: View — opens detailed booking report.

Statistics

Client and communication statistics with three tabs:

Clients

Metric	Description
Total	Total number of registered clients.
Total active clients	Clients with at least one active booking.
Total inactive clients	Clients with no active bookings.

Two bar charts show:

• This month — daily client activity for the current month.
• Last year's total — monthly client totals for the past 12 months.

Emails

Email sending statistics (tab).

SMS

SMS sending statistics (tab).

Trial Sessions Report

A summary of trial session outcomes for a selected billing period.

Field	Description
Billing period	Dropdown to select the period.

A donut chart shows trial statuses:

• Trial not started
• Trial started (red)
• Trial ended (purple)
• Trial won (green)
• Trial lost (beige)

Button: View — opens the Trial Sessions Report detail.

Trial Sessions Report Detail

Navigation: Reports → Trial Sessions Report → View.

Note: This feature is currently in beta.

Shows everyone who started a trial in the chosen period and their final status by the end of that period.

Filters

• View button with date range filters (from and to).

Funnel Visualization

A visual funnel showing the conversion flow:

• Trial started → Trial ended → Trial won / Trial lost

Each stage shows count and percentage.

Trial List

Each trial card shows:

Field	Description
Type	Booking number with status badges (e.g. "Trial Started", "Moved", "By Client", "Trial Won", "Trial Lost").
Client	Client name, avatar, email, and phone (with verification ticks).
Attendee	Child name, date of birth, and age.
Programme / Class	Programme name, class name, date, and location.
Internal note	Notes added by staff.

Power BI Integration (PRO)

When enabled, Zooza pushes daily data to your own data storage so you can build custom reports on raw data.

Button: Activate — enable the Power BI integration.

Session Notifications

Navigation: Reports → Session Notifications → View.

A log of automated session notification emails sent to clients.

Column	Description
Programme	Programme name with icon.
Created	Timestamp of notification creation.
Batch ID	Internal batch identifier.
Action	Processing status — "Processed" or "Queued".
Processed	Number of notifications processed.
Failed	Number of failed notifications.
Notification type	Type — e.g. "Full programme duration".
Target	Target audience — e.g. "Attendees".

The dashboard card shows the latest date with processed and failed counts.

Related

• Payments Reference — detailed payment reports.
• Dashboard Reference — admin home screen.