Families Activity Report

Purpose

Families Activity ranks families by confirmed net spend over a custom date range. It combines eligible booking-payment allocations with eligible standalone shop orders and separates paid value attached to cancelled or excluded bookings.

Open Families Activity

Go to Reports.
Select Families activity.
Choose From and To dates.
Select Apply.

If the From date is later than the To date, Oakline safely reverses the range before calculating the report.

Summary figures

Families

The number of families with a positive confirmed net-spend value in the selected range.

Gross Paid

Eligible paid allocations found in the range before cancelled or excluded value is removed.

Excluded Cancelled

Paid booking allocations attached to bookings that are cancelled, refunded or hidden from the active booking view.

Net Spent

Gross Paid minus Excluded Cancelled for the eligible records represented in the report.

Family table

Column	Meaning
Rank	Position ordered by highest Net Spent, then family name.
Family	Parent name and email. Select the name to open the family profile.
Net Spent	Confirmed value retained after exclusions.
Gross Paid	Eligible paid value before exclusions.
Excluded Cancelled	Paid allocations associated with cancelled, refunded or hidden bookings.
Payments	Number of distinct payment records represented.
Bookings	Number of distinct active booking records represented.
Shop Orders	Number of eligible standalone paid shop orders.
Last Payment	Most recent represented payment date in the selected range.

Included booking activity

The report includes allocated or legacy booking payments when:

The payment status is paid, cash or deposit paid.
The booking and session belong to the tenant.
The payment date or allocation date is inside the selected range.

Active booking value contributes to Net Spent. Cancelled, refunded or hidden booking allocations contribute to Gross Paid and Excluded Cancelled, but not Net Spent.

Included shop activity

An eligible shop order is included when:

It belongs to the tenant.
Its linked payment is paid or deposit paid.
The order is not cancelled.
The payment is not already represented through a booking allocation or direct booking payment.

These checks prevent the same payment being counted as both a booking and a standalone shop order.

What the ranking does not mean

The report ranks recorded confirmed spending. It is not a measure of family engagement, attendance, lifetime value or profitability. Account credits, refunds outside the selected period and historical records with incomplete allocation data can affect comparisons.

For the organisation-wide payment ledger, use Financial Reports.