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The Commission Report calculates staff commissions for a selected date range and can be filtered by Location and Employee. If you...
July 1st, 2025 15 views 0 likes
Vitals Report Basics: The Vitals Report provides key KPI’s in one report. The report will give visibility to key metrics...
This report details transaction attempts and their outcomes over a selected date range, and can be filtered by location. Sample...
July 1st, 2025 14 views 0 likes
The Unpaid Invoice Report contains four tabs: Summary , Unpaid Invoices , Payment Attempts , and Written-Off Invoices . Summary...
This report identifies club members who have remaining (unused and unexpired) units in their service package agreements. Sample Employee Active...
The Projections Report details projected revenue over a selected date range, based on all currently active agreements. This report can...
The Summary Accrual Revenue Report lists revenue from transactions with a 'Success' or 'Pending Success' status from ABC. This report...
July 1st, 2025 12 views 0 likes
This report lists agreements with active, current freezes or scheduled future freezes. Lists of active and future freezes each appear...
The Renewal Report tracks the upcoming renewals and/or expirations of client Agreements and the club's most recent activity with those...
July 1st, 2025 17 views 0 likes
The Cancellation Report lists the details of agreements that were manually cancelled during a selected date range. It does not...
July 1st, 2025 13 views 0 likes
The Package Sales Summary Report summarizes package sales over the selected date range. How the Report Is Organized: New...
July 1st, 2025 16 views 0 likes
The Trainer Liability Report lists information about the current standing of Member agreements and their session usage and funding. Unlike...
The PT Sold Report lists the members who were sold PT for a given range and provides the latest sale...
This report summarizes PT activity by trainer, including the number and value of unused and expired sessions, and the count...
This report provides data on completed PT orientations and whether they resulted in a purchase. It can be filtered by...
Purpose: This report provides information on PT drafts within a given time range. ( Click here for steps on how to...
This report summarizes PT Follow-Up activity for a selected date and Month to Date. It can be filtered by location...
This report lists active PT clients, their most recent session, and how many sessions remain in their service package -...
The Accrual Revenue Report lists revenue from transactions with a 'Success' or 'Pending Success' status from ABC. This report can...
July 24th, 2025 2 views 0 likes
