Understand your business with approachable reporting
OfferingTree's built-in reports show you what's working, what isn't, and who's about to slip away without requiring a background in data science or hours of manual work. Everything you need is already in one place.
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Built-in reports that answer your actual questions
All your data, already together
Because booking, payments, client management, and marketing all live inside OfferingTree, your reports pull from a single source of truth. No more exporting CSVs from three apps and trying to reconcile them in a spreadsheet.
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Pre-built reports for studios like yours
OfferingTree's KPI scorecards and reports are designed for wellness businesses, not beauty salons, med spas, retail or service companies. You'll see the metrics that actually matter: class fill rates, teacher performance, intro offer conversion, revenue trends, and more.
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Ask questions, get answers
Not sure how to find what you're looking for? Just ask. Type questions like “Which classes have been performing the best in the last three months?” and Sprout, our data assistant, will give you an answer without running multiple reports.
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See who's at risk before they cancel
At-risk client reports and automated alerts show you who hasn't been in recently, whose membership is about to lapse, or who bought an intro offer and never came back. So you can reach out while there's still time, not after they've already left.
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Studio owners who know what's going on in their studio
Our customers are the real heroes of OfferingTree
Every report you need to run your studio with confidence

Revenue reports
See total revenue, revenue by service type, and payment trends over any time period.

Revenue reports
See total revenue, revenue by service type, and payment trends over any time period.

Class performance reports
Track fill rates, attendance trends, and cancellation rates by class, teacher, and time slot.

Class performance reports
Track fill rates, attendance trends, and cancellation rates by class, teacher, and time slot.

Teacher performance reports
Understand which teachers are driving retention and bookings so you can support and reward the right people.

Teacher performance reports
Understand which teachers are driving retention and bookings so you can support and reward the right people.

Client retention reports
Monitor how many clients are coming back, how often, and where drop-off tends to happen.

Client retention reports
Monitor how many clients are coming back, how often, and where drop-off tends to happen.

Package and membership reports
Track which packages and memberships are selling, which are expiring, and where upsell opportunities exist.

Package and membership reports
Track which packages and memberships are selling, which are expiring, and where upsell opportunities exist.

At-risk client alerts
Get automatically notified when clients show signs of disengagement so you can reach out before they cancel.

At-risk client alerts
Get automatically notified when clients show signs of disengagement so you can reach out before they cancel.
See how it works for your type of studio
Questions we hear a lot
Do I need to be good with numbers or data to use OfferingTree's reports?
Not at all. Reports are built to be clear and easy to read. If you ever want to dig deeper or ask a specific question about your data, Sprout can answer in plain English, with no formulas or data exports required.
Do I have to pull data from different platforms and combine it myself?
No. Because everything (booking, payments, client management, and email) lives inside OfferingTree, all your reports are already connected. You won't need to export and merge anything.
What is Sprout and how does the data Q&A work?
Sprout is OfferingTree's built-in AI assistant. In the reporting context, you can type a plain-English question (like “What was my revenue last month compared to the month before?”) and Sprout will give you a direct answer. Sign up for the beta to get early access.
Can OfferingTree tell me which clients are about to cancel?
Yes. At-risk client reports and automated alerts flag clients who haven't visited recently, whose memberships are lapsing, or who are showing signs of disengagement, so you can reach out before they leave.
Can I see how individual teachers or classes are performing?
Yes. OfferingTree's class and teacher performance reports break down attendance, fill rates, cancellations, and revenue by teacher and class type so you can make informed scheduling and staffing decisions.
How far back does the reporting data go?
Your reports pull from all historical data in your OfferingTree account, so you can track trends over time as soon as your studio is set up.
See OfferingTree in action
Test us out in with a free playground mode to see how OfferingTree would work for you. It's pre-loaded with a schedule, registrations, payments and other data
Play with it

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