The Lead Origin Report provides data about Prospect and Member accounts and their activity, organized by Origin (such as Walk-in or Telephone Inquiry). This report is filtered by date range, location, and employee.

• NOTE:  Unlike the New Prospect Report, it includes accounts that were created in Club OS as well as accounts that were created via an external billing integration and synced to Club OS.

The Leads Contacted Two Times or Less Report displays a club’s entire population of Prospects who, either, possess a ‘Missed Guest’ status, OR have yet to progress to Stage #3 of the Membership Follow-Up Schedule. 

This aids staff in tracking Prospects who present a potential sales opportunity who already reside within the system. This report is filterable by Location and Employee. 

• NOTE:  Prospects who are not on the Follow-Up schedule or assigned to a specific employee for Follow-Up, will not appear on the list.

This report lists Prospects that have a 'Missed Guest' status or are at Step #1 in the Follow-Up Schedule and have not received a Follow-Up call, email, or text. It can be filtered by location or employee.

• NOTE:  Prospects who are not on the Follow-Up schedule or assigned to a specific employee for Follow-Up will not appear on the list.

VIP/Preferred/Referral Guest Report

The Sales Activity Report summarizes a club's sales activity filtered by Date Range, Location, and Employee. 

NOTE:  Employees only appear on the report if they have completed one or more of these activities during the selected date range for the report (or the Month to Date):

• Contact with a Prospect or Member (via Follow-Up or Direct Contact)
• Attend and/or be the Event Owner of a Calendar event
• Receive credit for a sale in the club's integrated, external billing system

This report provides information on sales opportunities (including appointments and walk-in visits) associated with each employee for the selected date range and location(s).

You can also use the Group Locations checkbox when generating this report to see the totals for a given location.

The Commission Report calculates staff commissions for a selected date range and can be filtered by Location and Employee. If you select "All Employees", the report will contain a summary tab for the entire location and display the data for each employee on separate tabs.  

The Commission Report can be accessed from both the Reports and Package Setup areas of Club OS. It is automatically generated in the Package Setup area every pay period, or can be customized in the Reports area. 

Sample Member Service Sales Report

The Package Sales Summary Report summarizes package sales over the selected date range.  The report is separated in to two sections:  

• New Agreements 
• Rewritten Agreements

Each report include data on:

• Member Names
• Package Names
• Member Service Names
• Contract information / Agreement information
• Salesperson Information
• Auto-Renew Status

This report provides information on PT drafts within a given time range, on drafts that will be sent to ABC to process.  Invoice types include:

Invoice Type: 

• Recurring
• Integration
• Cancellation
• Down Payment

Expected Sub Total: Expected total amount to be drafted.

Transaction ID: ABC financial transaction ID (if the transaction has already been drafted). This field will be blank for drafts with dates in the future.

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

• Date of payment attempt
• Information about the transaction (amount, type, tax if applied to invoice, etc.)
• Response message on the success of connecting to the card-issuing bank (like a credit-card approval)
• Settlement response from the Card-issuing bank (like when funds are actually transferred from one bank to another).

The Renewal Report tracks the upcoming renewals and/or expirations of client Agreements and the club's most recent activity with those clients. Agreements are listed in three different renewal categories, on their own tabs: 

• Non-Auto-Renew, 
• Auto-Renew Term (agreements that renew according to a term)
• Auto-Renew Open (agreements that renew on a billing cycle). 

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

The Summary Accrual Revenue Report adjusts its data as invoice status changes over time - From initial approval of funds available, all the way through to settlement.  

Use this report to track your revenue by payment status. 

The Trainer Liability Report lists information about the current standing of Member agreements and their session usage and funding. Unlike most reports in Club OS, this report cannot be run for a selected date range - it provides current, real-time information only.

A member will appear on this report if:

• They have expired sessions.
• They have sessions that have been comped or paid for, but not used.
• They have used sessions that have not been comped or paid for. 

For an event to appear on this report (in the Completed Sessions Paid/Not Paid columns), the event must contain:

1.  a member service    
   AND
2. be set to a chargeable status

The Unpaid Invoice Report contains four tabs: 

1. Summary: the total quantity and cost of a club or club location’s current unpaid invoices.
2. Unpaid Invoices: Lists all unpaid invoices at a club or location with ‘Past Due’, ‘Still Attempting’, ‘Delinquent’, or ‘Chargeback’ status.
3. Payment Attempts:  This tab is similar to the Unpaid Invoices tab and breaks down each payment attempt made towards Unpaid Invoices.
4. Written-Off Invoices: This tab lists all unpaid invoices with a written-off status. 

The Vitals Report provides key KPI’s in one report. The report will give visibility to key metrics such as how the club’s membership and training programs are running without needing to pull and review multiple reports.

NOTE:  The Vitals Report can only be pulled for a location’s data. It will not be able to be pulled on an employee basis.