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    • How to Access, Filter and Schedule Reports

      Club OS offers a wide range of Reports on club and employee activity. Permissions at your club determine which users...

      July 1st, 2025 1083 views 0 likes

    • KPIs: An Overview

      1. KPIs: An Overview 2. KPI Definitions 3. How Can I Expand My KPI Table? 4. How Do I Filter...

      July 1st, 2025 889 views 0 likes

    • KPI Definitions

      1. KPIs: An Overview 2.  KPI Definit ions 3. How Can I Expand My KPI Table? 4. How Do I Filter My KPIs?...

      July 1st, 2025 1014 views 0 likes

    • How Can I Expand My KPI Table?

      1.  KPIs: An Overview 2.  KPI Definitions 3.  How Can I Expand My KPI Table? 4.  How Do I Filter...

      July 1st, 2025 1000 views 0 likes

    • How Do I Filter My KPIs?

      1.  KPIs: An Overview 2.  KPI Definitions 3.  How Can I Expand My KPI Table? 4.  How Do I Filter...

      July 1st, 2025 952 views 0 likes

    • How Can I Compare My Current KPIs with Historical KPIs?

      1. KPIs: An Overview 2.  KPI Definitions 3.  How Can I Expand My KPI Table? 4.  How Do I Filter...

      July 1st, 2025 947 views 0 likes

    • KPI FAQ's

      "Why Aren't My Reports and Dashboard Matching Exactly?" Reports and dashboard will rarely match because the dashboard updates in real...

      July 1st, 2025 818 views 0 likes

    • Top Ten: An Overview

      1. Top Ten: An Overview 2. Top Ten: KPI 3.  How Do I Filter My Top Ten? 4.  The Bottom...

      July 1st, 2025 858 views 0 likes

    • Top Ten: KPI

      1.  Top Ten: An Overview 2. Top Ten: KPI 3.  How Do I Filter My Top Ten? 4.  The Bottom...

      July 1st, 2025 890 views 0 likes

    • How Do I Filter My Top Ten?

      1. Top Ten: An Overview 2. Top Ten: KPI 3. How Do I Filter My Top Ten? 4.  The Bottom Ten:...

      July 1st, 2025 992 views 0 likes

    • The Bottom Ten: An Overview

      1.  Top Ten: An Overview 2.  Top Ten: KPI 3.  How Do I Filter My Top Ten? 4.  The Bottom...

      July 1st, 2025 929 views 0 likes

    • How Do I Properly Close an Orientation?

      Whenever an Orientation results in a Member buying PT, the responsible Salesperson will receive credit through the KPI metrics ‘ORT/FC/FAs...

      July 1st, 2025 882 views 0 likes

    • Why Aren't My Rewrites Counting?

      When it comes to rewrites with old members, for proper credit to be attributed you must add a new agreement...

      July 1st, 2025 771 views 0 likes

    • Unpaid Invoices Report

      The Unpaid Invoice Report contains four tabs: Summary, Unpaid Invoices, Payment Attempts, and Written-Off Invoices. Summary Tab This tab summarizes the total quantity and...

      July 24th, 2025 1334 views 0 likes

    • Trainer Liability Report

      The Trainer Liability Report lists information about the current standing of Member agreements and their session usage and funding. Unlike...

      July 24th, 2025 1072 views 0 likes

    • The Renewal Report

      The Renewal Report tracks the upcoming renewals and/or expirations of client Agreements and the club's most recent activity with those...

      July 24th, 2025 991 views 0 likes

    • PT Orientations Completed Report

      This report provides data on completed PT orientations and whether they resulted in a purchase. It can be filtered by...

      July 24th, 2025 1021 views 0 likes

    • PT Inventory Snapshot

      This report summarizes PT activity by trainer, including the number and value of unused and expired sessions, and the count...

      July 24th, 2025 915 views 0 likes

    • PT Follow-up Activity Report

      This report summarizes PT Follow-Up activity for a selected date and Month to Date. It can be filtered by location...

      July 24th, 2025 1079 views 0 likes

    • Projections Report

      The Projections Report details projected revenue over a selected date range, based on all currently active agreements. This report can...

      July 24th, 2025 990 views 0 likes

    • Package Sales Summary Report

      The Package Sales Summary Report summarizes package sales over the selected date range.   How the Report Is Organized:  New agreements sold...

      July 24th, 2025 1032 views 0 likes

    • PT Sold Report

      The PT Sold Report lists the members who were sold PT for a given range and provides the latest sale...

      July 24th, 2025 930 views 0 likes

    • Accrual Revenue Report

      The Accrual Revenue Report lists revenue from transactions with a 'Success' or 'Pending Success' status from ABC. This report can...

      July 24th, 2025 1646 views 0 likes

    • Frozen Agreements Report

      This report lists agreements with active, current freezes or scheduled future freezes. Lists of active and future freezes each appear on their...

      July 24th, 2025 960 views 0 likes

    • PT Shot Sheet Report

      This report lists active PT clients, their most recent session, and how many sessions remain in their service package -...

      July 24th, 2025 1053 views 0 likes

    • PT Transactions Report

      This report details transaction attempts and their outcomes over a selected date range, and can be filtered by location. Sample...

      July 24th, 2025 1202 views 0 likes

    • My Performance

      The My Performance dashboard is a great way to get an overview of your performance. It allows you to compare and assess your...

      July 24th, 2025 762 views 0 likes

    • Reports Available

        The reporting tools in the ClubOS CRM give you quick access to key metrics that drive your gym’s revenue...

      October 14th, 2025 958 views 0 likes

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