Ask Reports

Ask Reports lets you type what you want to know in plain English and get a table, chart or single number back. No building required.

Ask a question

1. Go to Reports → Ask Reports.
2. Type your question in the box, for example "members who canceled in the last 6 months and their plan", or click one of the suggestions.
3. Press Enter. The answer appears as a table, chart or KPI.
4. Ask follow-ups to narrow it down, such as "only Kids Karate" or "add their phone numbers".

Examples:

• All past members who were on a Black Belt plan and signed up after Jan 1, 2025
• Revenue collected by month for the last 12 months
• Top 10 classes by attendance in the last 90 days
• How many active members do we have by plan?
• Who is eligible for promotion by November 1?

Save and reuse

Save a result to reuse it. Saved reports can be added to your dashboard as a module. Find past questions under History and saved ones under Saved. Click New chat to start over.

Here is a video walking through these steps: