The Reporting section holds the accounting, list, and operational reports that are not built into another part of ClubRight. You reach it from the bar chart icon in the left menu. It opens on Business Health & Reporting, which tracks memberships, revenue, retention, and operational metrics across your club. This article explains what each report shows so you can go straight to the one you need.
Most reports share the same controls at the top: a date range with quick options such as Today or Last Thirty Days, a Refresh button, and Export CSV and Print buttons.
⚠️ Note: Not every report listed here will be available to every club, as it depends on your ClubRight package. If a report is not listed in your account and you would like access to it, click the chat button to contact our Customer Success team.
⚠️ Note: Attendance and member analytics are not in the Reporting section. Attendance lives in the Diary under Insights, and member analytics live in the Members dashboard. Richer revenue and payment reporting also lives in the Payments section. See the report locations article for the full picture.
Operational reports
To see your team's tasks, open Tasks. The Task Report shows a summary of how many tasks were completed on time, completed but overdue, or still overdue, followed by a breakdown of each task with the member it relates to, the due date, who it is assigned to, and the completion date.
Communications: lists and outputs
These reports list the messages and emails sent to your members.
To see every message sent in a period, open Messages. It lists each message by type (email or system), date, member, and subject.
To see how your bulk emails performed, open Bulk Emails. It shows each campaign with the number of recipients, openers, clickers, and unsubscribers, and a View Report link for the detail.
To find emails that did not reach members, open Failed Emails. It groups failures into Permanent Rejections, Transient Rejections, Undetermined, and Complaints, with the member, email address, date, and extra detail for each.
Accounting reports
These reports cover payments, takings, payroll, products, and forecasting.
⚠️ Note: Card Payment Portal and Card Balance only appear if your club uses the ClubRight Pay card. If you do not see them, that is why.
To manage your card payments, open Card Payment Portal (ClubRight Pay card only). It shows your payable funds and next scheduled payout, with tabs for Payments, Refunds, Disputes, and Payouts, and the option to pay out now or get a reconciliation report. Much of this is also available in the Payments section.
To check your card balance, open Card Balance (ClubRight Pay card only). It shows your ClubRight balance, payable funds, the next scheduled payout, and any pending amount.
To see takings through the till, open Till History. It shows a total for the period split by payment type (cash, PDQ, card, cheque, ePoints, discounts), followed by each transaction with the member, products, price, payment method, and staff member.
To review overall trading performance, open Operating & Performance Report (also searched for as the operating report or performance report). This is the most detailed report — run it monthly for a summary of income, sign-ups and cancellations, or choose any other period. It compares a period against the one before and covers till totals by payment type, all membership payments, product sales, session credit sales, total through till and total revenue collected, new prospects, sign-ups, cancellations, net gain and active memberships, expected recurring and upfront payments, a product and session credit sales summary by nominal code, individual till transactions, member payments received, and cancelled memberships. Only visible to Owner and Business logins. Its All membership payments figure matches the total at the top of Membership Collections for the same period once every payment in that period has settled. Total revenue collected also includes product sales and session credit sales.
To see what you have collected, open Membership Collections. It shows each day's recurring payments and till transactions for the period, with a collection success rate. The figure at the top, All Membership Collections, counts payments that were successfully collected, plus any that are still Requested and waiting for a result. The daily Recurring figures include every payment attempted that day, including any that failed or are still Requested, so they can add up to more than the total at the top. Export CSV exports the daily figures, so use the Operating & Performance Report when you need the amount actually received. Click a daily figure, then a figure in the breakdown, to see each payment and its status.
To list your recurring memberships, open Active direct debits. It lists active Direct Debit memberships with the member, reference, plan name, start date, and next amount.
To see how each member pays, open Active member payment methods. It lists members with their payment method and provider references, useful for reconciling against your payment provider.
To project future income, open Membership forecasts. It charts your expected membership payments over the next six months, split into ongoing and in-contract payments.
To spot members nearing an age limit, open Approaching Age Limit. It lists members who will reach their plan's age limit within the next 90 days, with an option to filter by plan.
To see what each member is worth, open Member value report. It shows each member's value from memberships, product sales, and activity sales, with totals across the club.
To break down product income, open Product sales report. It shows products purchased in the period grouped by product group and by nominal code, with net, VAT, and total figures.
To trace purchases of a single product, open Product purchase detail. You choose a product and statuses to include, then see the member purchases for that product over the date range.
To check your stock, open Stock Levels. It lists each product with its warning stock level and current stock level, highlighting items at or below their warning level.
To calculate staff pay, open Payroll (by attendance) or Payroll (by activity). Each shows staff with their total duration, hourly rate, and period pay, and a breakdown of the sessions or hours behind it. Use the attendance version to pay for time on site, and the activity version to pay for classes delivered.
To review text message use, open SMS report. It shows the SMS messages sent in the period.
To track loyalty points, open Epoints Report. It shows total ePoints allocated, spent, the net change, and the current balance across all members.
To see sales by staff member, open Sales Report. It shows total sales for the period and a breakdown per staff member, with the member, sale type, date, and total for each sale.
Why doesn't my Membership Collections download match my other reports?
The Membership Collections CSV includes every payment attempted on each day, including failed payments, refunded till payments and payments that are still Requested, so adding up its rows gives a higher figure than the money you actually received. The total at the top of the report, All Membership Collections, leaves out failed and refunded payments but still includes payments that are Requested and haven't settled yet. For money you have actually received, use the Operating & Performance Report (sometimes called the Accounting Overview), which only counts payments with a status of Success.
The CSV has one row per day, with the Recurring and Till Transactions figures and a Success Rate (%). It doesn't include the All Membership Collections total or a status for each payment, so you can't filter it down to successful payments only.
Failed payments stay in the Recurring figure for the day they were attempted. They're left out of both totals.
Refunded payments taken through the till stay in Till Transactions for the day of the sale. They're left out of both totals.
Requested and pending payments are in the CSV and in All Membership Collections until their result comes back. If one succeeds, it stays in. If it fails, it drops out of the total. The Operating & Performance Report only counts them once they change to Success, so the two reports only match once every payment in the period has settled.
Till Transactions only includes membership payments taken through the till. Product sales and session credit sales are in the Operating & Performance Report's Total revenue collected, but not in Membership Collections.
Successful payments aren't counted twice. Each payment is counted once, on the day it was attempted or the sale was taken, and both reports use the same day.
To reconcile the two reports:
Go to Reporting > Operating & Performance Report, set the dates (for example 01/09/2026 to 30/09/2026) and click Refresh. Note All membership payments and Total revenue collected.
Go to Reporting > Membership Collections, set the same dates and click Refresh.
Click a day's Recurring or Till Transactions figure, then click a figure in the breakdown to see each payment with its status. Payments marked Failed, Refunded or Requested make up the difference.
For "money we actually received" in a management report, use All membership payments in the Operating & Performance Report for membership income, or Total revenue collected to include product and session credit sales.
💡 Tip: Every report can be exported with Export CSV or sent to your printer with Print, so you can share figures with an accountant or keep a record outside ClubRight.
How do I get a weekly report of members who cancelled?
ClubRight can't send a weekly cancellation report or leavers report automatically, so run the Cancelled Members report every week and set it to the last seven days. It lists the members who cancelled in that period, grouped by membership plan, and you can export it to a spreadsheet.
To run your weekly leavers report:
Go to Contacts > All Members.
In the left panel, under Quick Filters > Activity & Growth, click Summary.
At the top of the Summary, click the Cancelled tile (next to New Members) to open the Cancelled Members report. Don't use Cancelled under Status in the left panel, because that only filters your member list and doesn't open the report.
Click Custom and set the dates to cover the last seven days, for example 10/10/2026 to 16/10/2026. This Week shows Monday to Sunday of the current week instead.
To see one plan only, choose it from the Plan dropdown.
To export, click export all at the bottom of the report to download every cancellation as a CSV file, or click export under a plan to download only that plan. To print the report, click Print at the top.
The Cancelled Members report is available to Owner and Manager logins. Staff logins don't see it and get a message that the report is restricted.
You can also find the report by typing "Cancelled Members" into the search box in the Reporting section.
Each row shows the member, payment method, start date, cancelled date and amount paid to date. A member who cancelled more than one membership appears once for each. The top of the report shows how many members and how many memberships cancelled in the period.
⚠️ Note: The Cancelled Members report and the Operating & Performance Report won't always give the same number for the same week. A member who changes plan isn't counted as a cancellation in the Cancelled Members report, so use Cancelled Members for your list of leavers. For a weekly total of sign-ups and cancellations together, go to Reporting > Accounting > Operating & Performance Report, choose Last Seven Days and click Refresh. This report is only visible to Owner and Business logins.
💡 Tip: To keep an eye on joiners and leavers from your dashboard, see Widgets for joiners and leavers.
Have more questions about a report? Click the chat button to contact our Customer Success team.