How to create custom OpenSports group reports

When you run your sports and fitness organization through OpenSports, you get access to a comprehensive dashboard that allows you to track important metrics. This article will show you how to generate custom, exportable reports through your dashboard.

Anatomy of the Reports Dashboard

  1. Navigate to your Reports dashboard from your group home page (Click Dashboard → in left-hand menu, click Reports).
  2. The following types of reports can be generated:
    • Revenue: view how much you have earned per event
    • Orders: view orders per user (in dollar amounts)
    • Event Transactions: view transactions (orders, refunds, and registrations) per event
    • First-time Orderers: generate a list of users who placed their first order with your group
    • Check-ins: view the total number of event check-ins (i.e., event attendance) and no-shows, as well as a breakdown of user check-ins and no-shows for paid and free events
    • Top Discounts: summary of group discounts that were redeemed most often
    • Discounts Redeemed: view all orders where a discount code was redeemed
    • Membership Payments: if you offer memberships to your group, view all revenue earned from memberships
    • New Members: track group growth by viewing all members who have joined your group
    • Account Credit Transactions: view all refunds issued per user, with a breakdown of refunds made to a group account credit and to a user's credit card directly

All of the above reports can be set up for custom time periods and exported as .csv files.

How to generate a report: Revenue example

Below are the steps for how to generate a report through the dashboard. We use the example of a Revenue report, but you can easily generate other types of reports by following the same workflow.

  1. Navigate to your Reports dashboard from your group home page (Click Dashboard → in left-hand menu, click Reports).
  2. Click on Revenue (or the type of report you want to generate).
  3. To define a specific time period for which to see data:
    • Select a time period from the drop-down list (Last 7 Days, Today, Last 4 Weeks, Month to Date, Last 12 Months, Quarter to Date, Year to Date) OR
    • Set a custom time period by entering the start and end dates.
  4. Select the group geographical location from the drop-down list. This ensures that the correct time zones are used when restricting data by time period.
  5. You can view and select all of the available report columns (i.e., types of data) by clicking the Edit Columns button.
  6. To view all columns included in the report, scroll to the right.
  7. Reports can be sorted by date (or user name, depending on the report) in ascending or descending order.
  8. To view the specific event (or user in other report types), click on the ↗️ arrow at the end of the row.
  9. When you are ready to export your report, click on Export. The file will be downloaded as a .csv file, which can be opened using Excel, Google Sheets, Apple Numbers, and other software programs.
Revenue report features

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