Top 10 Ways to Use Sawyer’s Reporting Dashboard

Your Insights Dashboard is your central hub for reporting. It provides access to revenue, enrollment, and customer data through clear visual graphs and customizable filters. You can quickly check overall performance at a glance, or export datasets for deeper analysis such as forecasting, trend tracking, and other detailed insights.

Here are a few easy entry points:

Each tab also includes a bottom toolbar with additional data options. By opening a workbook, you can explore freely — you won’t break anything, and you may uncover unexpected insights. If you’re familiar with Excel, the workbooks function in a similar way: you can move, add, or delete columns (helpful for uploading to other systems), apply formulas, group data (ideal for custom rosters), and export directly to your computer.

Still curious? Visit this reporting hub for even more user guides and tips!

You can quickly summarize data using filters or column groupings.

Here’s how:

You can export in multiple ways. To download a single report:

If you plan to reuse a report, save the custom view to your profile:

Demographic data is available in your Customer Report, Child Report, and through the Form Responses Hub in your Customers tab. These tools allow you to generate targeted lists and better understand your audience. Here’s how providers typically use them:

Use this report to quickly access your customers’ contact information for general outreach.

Example:
• Send a welcome email to all new clients who created a profile this month.

Use this report to drill down by age or birthday for targeted programs or special events.

Examples:
• Filter by age to promote upcoming programs or registration opportunities.
• Filter by birthday to send personalized birthday messages to clients.

Use this hub to create targeted lists based on individual form field responses.

Examples of Filters:
• T-shirt Size: Prepare camp merchandise or swag.
• Allergies/Medical Info: Plan necessary accommodations.
• Media Permission: Identify clients who can be featured in photos or videos.
• Incomplete Responses: Follow up with clients who still need to submit forms.

With these reports, you can gain a complete picture of your programming — from high-level trends to individual student details. Using them together helps you segment your audience, plan programs, target communications, and make more data-driven business decisions.

The Retention Analysis Workbook is built for this purpose! It shows you which students returned for a later session and which did not — making it perfect for building targeted outreach lists.

Here’s how to use it:

This exported list becomes your targeted email audience. Use it to:
• Remind families about Fall enrollment.
• Highlight available spots.
• Share incentives that encourage them to book with you again.

The most effective report for this task is the Transactions Report in your Revenue Tab.

Here’s how to use it:

Use the Transactions Report, filter the Item Type column for “Memberships” or “Parties,” and you’ll instantly see the revenue and order data you need.

Shows what customers purchased along with records of ongoing payment activity. Some orders may include multiple transactions (e.g., recurring payments, membership plans, party bookings). This report is helpful for analyzing sales, but for a full picture of payments and refunds within a timeframe, use it in combination with the reports below.

Provides visibility into payment events such as charges, refunds, and adjustments related to orders. Each row represents an individual transaction, showing how money is moving in and out of your account.

Contains details about payouts and in-transit amounts received for your account. The Banking Report shows both paid and in-transit payouts, broken down into the transactions that make up each payout. Use this report to view actual deposits to your bank — the numbers you’ll need when reconciling what you’ve received.

The Recurring Payments Dashboard gives you a clear, all-in-one view of paid, upcoming, and past due Membership payments, Payment Plans, and Monthly Billing.

This workbook makes it easy to identify past due payments, forecast upcoming revenue, and keep your recurring revenue on track — all in one place.

With Scheduled Exports, you can “set it and forget it.” Sawyer automatically sends the reports you choose, when you want, directly to your inbox (or to the recipients you designate). No more downloading and forwarding reports manually. Here’s how it works:

• Choose how often to send each report (daily, weekly, monthly, or quarterly).
• Pick the exact day and time.
• Send to one or many people (up to 1,000 recipients).
• Select your preferred format: CSV, Excel, or PDF.

• Send your Banking Report to an accountant each month.
💡 Tip: Wait 3–5 days after month-end to allow for payment adjustments.
• Share Orders or Transactions Reports weekly for bookkeeping.
• Deliver custom dashboards to teammates or your Board on a set schedule.
• Schedule quarterly “Top 3” reports for leadership.

Think of Enrollment as your big-picture program trends (what you’d see when looking at your schedule at a glance) and Bookings as your detailed student-level activity (what you’d see on a class roster).

• Enrollment helps you answer: How full is this class? Which day/times are most popular? How many students are on the waitlist? Where should I add capacity? Which instructors have the most enrollment?
• Bookings helps you answer: Which students are attending on specific days? Who are my new students? How can I build custom rosters or targeted lists?

Best for tracking how activities are filling against total potential capacity. It shows enrollment counts by activity instance (e.g., 6 spots booked in Tuesday’s 4pm class), along with capacity, day of week, start/end times, and waitlist counts. Use this report to monitor participation, scheduling, and capacity trends without needing individual student data.

Best for digging into student-level details. Each row represents one student on one activity date. Use this to build custom rosters or create targeted outreach lists.

While Sawyer isn’t designed as a payroll or hours-tracking system, you can use the Activity Enrollment by Instance Report with a bit of spreadsheet setup to create a simple timesheet-style view.

Here’s how to get started:

The Activity Enrollment by Instance Report, available in the Enrollment Tab, shows each class instance along with instructor name, dates, start and end times, and schedule type. You can export this data and calculate total hours worked by instructor with the following steps:

While Sawyer is not a built-in hours-tracking system, this workflow provides a reliable way to track scheduled hours, prepare payroll, and balance instructor workloads.

✅ Always double-check against internal records (canceled classes, instructor substitutions, etc.) to ensure accuracy.