A fixed set of reports that mean the same thing every month, with cash and earned revenue kept apart on purpose. Run one now, or have it land in your inbox on the first of the month. Export as CSV for your bookkeeper or PDF for your board.
The $2,315 gap is deferred — packs and memberships paid for in July against classes not yet taken. Most tools report one figure and call it revenue.
Where it came from
Memberships$9,640
Class packs$4,780
Drop-ins$2,910
Workshops & events$1,090
What’s inside Reports
A fixed set beats a blank canvas.
Drag-and-drop report builders sound generous and produce a different answer every time someone rebuilds one. Studio Sensei ships a canon — four families, defined once — so “revenue” means the same thing in March as it does in November, and as it does to your accountant.
01The canon
Financial
What came in, what was earned, and where the difference sits.
revenue · cash vs earned
deferred balance
refunds & discounts
deferred balance by month
Growth
Whether the funnel is filling and what it costs you.
leads → trials → members
promotion outcomes
referral performance
Health
Retention, cohorts, and who has gone quiet.
retention by cohort
lapsed members
student sentiment
Operations
Fill, attendance, and how the schedule actually ran.
fill by class & time
attendance & no-shows
substitutions
02Routines
The report you never remember to run.
Set a report to arrive on a schedule and it turns up whether you thought about it or not — month-end revenue on the first, attendance every Monday, the deferred balance before you close the books. Sent to you, your bookkeeper, or both. The value isn’t the report; it’s not having to decide to look.
Monthly, weekly or dailySend to you or your bookkeeperRFC-4180 CSVSelf-contained PDFDelivery & bounce tracking
Real CSV and self-contained PDF — generated server-side, with no headless browser to fall over at month end.
app.studiosensei.ai/reports/routines
Scheduled routines
Four set up. Nothing to remember.
Revenue · cash and earned
1st of the month, 06:00
CSV + PDFon
Attendance & fill
Every Monday, 07:00
PDFon
Lapsed members
Every Monday, 07:00
CSVon
Deferred balance
Last day of the month
CSVon
Every send is tracked — delivered or bounced — so a report that never arrived doesn’t quietly vanish.