The Customers report (formerly known as Activity Report) allows you to see a view of the types of bookings that your customers are participating in over a specific time range.
You can visit the Activity report by navigating to Reports > Activity in the Swift Admin Dashboard.
The activity report is a great way to get a "birds eye" view of what your customers are actually doing day-to-day in your business.
It'll help you answer questions like
What were my customers up to last week in the facility?
How many people did a Lesson with Bryan last week?
Keep in mind that this report aggregates data per customer, so if a single client has participated in many bookings within the time window, you will only see them appear once.
There are various filters included to help you slice and analyze the data further. You can filter the report for:
Staff: Activity tied to specific staff members or instructors
Service Types: You can filter the view to only show activity related to "Lessons" or "Classes" for example.
Services: Use this to filter the view for a specific lesson (ex: "show me everyone that has booked a Hitting Lesson in the last 30 days")
Date Range: Here, you can choose the time window of data to consider. You can choose from our pre-filled options, or select a custom time range.
The data is inclusive of the custom time range, so it'll include data from the beginning and end of the range.
When you're ready, just click "Run" to see the results!
To show/hide specific columns in the resulting data, you can click the "Columns" icon above the table.
This will allow you to toggle the visibility of certain columns, ensuring your view is tailored to what you're looking for.
To export the resulting data, you can click the "Export" icon above the table. This will allow you to Download the data as a .CSV file, or print it for reference.
If you have the Email Marketing add-on, you'll be able to send a email blast directly to a filtered view from the Activity report.
Just click the "Email" icon above the table. This will allow you to send an email directly to the participants shown in the filtered data.
A great option if you want to email participants of a specific clinic, or people that have taken a lesson with a specific instructor.
