The Digest page assembles everything that happened in your space over a day, a week, or a month into one readable recap: money collected and spent, new members, assignments started and ended, invoices issued, passes sold and redeemed, bookings, visitors, and member check-ins. Each headline number comes with the previous period for comparison, and each section lists the actual records behind the stat. This article explains the periods, what each section shows, and how the numbers are calculated.
Picking a period
A switcher at the top of the page toggles between Daily, Weekly, and Monthly, and arrow buttons step backward and forward one period at a time. You cannot navigate past the current period, but you can go back as far as you like.
The digest is computed live from your workspace data rather than from saved snapshots, which is why it works retroactively: any past day, week, or month renders on demand, including periods from before the Digest page existed. Periods follow your workspace timezone, so "today" means today at your space.
The headline stats
The top of the digest is a row of stat cards for the period:
- Revenue: payments that settled during the period, shown against the previous period. Failed payments in the period are counted separately so problems surface instead of hiding.
- Expenses: spending recorded for the period, also against the previous period.
- New members: how many members joined, with the prior period for comparison.
- Assignments: how many started and how many ended, along with the monthly recurring revenue those starts added and those ends removed, next to your current MRR. MRR here uses the same definition as the finance report.
- Invoices issued: the count and total amount of invoices created in the period.
- Passes: passes purchased (with revenue) and passes redeemed.
- Bookings, visitors, and check-ins: activity counts for the period.
On the weekly and monthly views, a collected-versus-spent chart breaks money movement down by day, so a big number is immediately traceable to the day it happened.
The records behind the numbers
Below the stats, each area expands into the actual records for the period: who joined, which assignments started and ended and at what rate, each payment with its method and invoice, each invoice with its status, expenses by category, pass purchases and redemptions, bookings with their times and amounts, visitors with their reason for visiting, and member check-ins with their in and out times. This is the difference between knowing revenue was up and knowing why it was up.
How Digest relates to Reports
Reports are deep dives into one area, like finance or occupancy, over a custom date range. Digest is the opposite shape: every area, one fixed period, one page, in reading order. A useful rhythm is skimming the daily digest each morning and opening Reports when one of its numbers deserves investigation.
Who can see it
The Digest page requires an admin role in the workspace, or a staff role that includes the Digest feature. See Roles and permissions.
Related reading
- Payments and ACH for how settled payments are recorded.
- Invoices for invoice statuses and lifecycle.
- Member check-ins for where the check-in counts come from.