Club Planner Club Planner Support

How do I create a report?

In this guide, you'll learn step by step how to find reports, select the correct category, and generate a report in Excel or PDF.


Where can I find reports, and how do I create one?

  1. Go to Reports in the menu.
  2. You’ll see various categories, such as:
    Members, Planner, POS, General, …
  3. Click on Planner, for example.
  4. Then select the report  “Class Occupancy Rate by Instructor”.

  1. Enter the time period for which you want to view the data.
  2. Select the desired format:
    - Excel
    - PDF

  3. Finally, click OK to generate the report.