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CRM Reporting

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    Report Overviews: Prospecting and Membership

    • Guest Log Report
    • Appointments Made Report
    • Memberships Sold Report
    • Sales Activity Report
    • Opt-Out Report
    • Follow-Up Audit Report
    • Lead Origin Report
    • Schedule Audit Report
    • Email Campaign Send Report
    • Email Campaign Blast Report
    • Employee Productivity Report
    • Lead Source Report
    • Prospecting Scorecard
    • Guest Pass Report
    • Tour Appt Audit Report
    • Follow-Up Scorecard
    • Membership Follow-Up Activity Report
    • Leads Not Contacted Report
    • Leads Contacted Two Times or Less Report
    • Daily Setup Report
    • New Prospect Report
    • Referral Conversion Report
    • Referrals By Member Report
    • Sales Opportunity Report
    • Check-In Report
    • Member Check-Ins by Trainer Report
    • Sales Rep Production Report
    • Sales Rank Report
    • Club Defaults Report
    • Flat Sales Activity Report
    • New Member Orientations Report
    • Simple Payroll Report
    • Client Scorecard Report
    • Fitness Audit - Full Report
    • Trainer Inventory Report
    • VIP/Preferred/Referral Guest Report
    • Member Service Sales Report
    • Projected Recurring Payment Report
    • Fitness Audit - PT Report [Breakdown]
    • Follow-Up ROI Report

    Report Overviews: Personal Training

    • Commission Report
    • The Vitals Report
    • PT Transactions Report
    • Unpaid Invoices Report
    • Employee Active Client Report
    • Projections Report
    • Summary Accrual Revenue Report
    • Frozen Agreements Report
    • The Renewal Report
    • Cancellation Report
    • Package Sales Summary Report
    • Trainer Liability Report
    • PT Sold Report
    • PT Inventory Snapshot
    • PT Orientations Completed Report
    • PT Scheduled Draft Report
    • PT Follow-up Activity Report
    • PT Shot Sheet Report
    • Accrual Revenue Report

    Performance Analytics

    • My Performance
    • Leaderboard Analytics
    • Sales Performance Analytics: Terms
    • Sales Performance Analytics
    • What Qualifies an Event to Be Featured In the Commission Report?

      The question of how an event qualifies to appear on the Commission Report can be answered in two sequential steps:...

      July 26th, 2025 6 views 0 likes

    • The Commission Report: Frequently Asked Questions

      Comprehending the intricacies of how the Commission Report works can seem like an intimidating task. In an effort to aid understanding, this...

      July 26th, 2025 5 views 0 likes

    • The Commission Report: Best Practices

      Within this article are Club OS’ tips on how Trainers and Owners/Admins can best manage their club’s Commission Report. Trainers 1....

      July 26th, 2025 6 views 0 likes

    • The Commission Report Troubleshooting Guide

      This article serves an extensive, all-encompassing guide to discovering and diagnosing potential payroll-related issues. It contains nine topic-specific solutions. For...

      July 26th, 2025 5 views 0 likes

    • PT Scheduled Draft Report

      This report details expected future revenue from automatic payments within a selected date range, based on currently active agreements. If...

      July 26th, 2025 4 views 0 likes

    • The Commission Report [DRAFT]

      The Commission Report calculates Sales and Member Service commission over a set period of time. Trainers can use this to...

      July 26th, 2025 6 views 0 likes

    • PT Payroll Report Troubleshooting

      This article serves an extensive, all-encompassing guide to discovering and diagnosing potential payroll-related issues. It contains nine topic-specific solutions. For...

      July 26th, 2025 5 views 0 likes

    • Projected Recurring Payment Report [Breakdown]

      Purpose The Projected Recurring Payment Report enables club admins to view projected PT revenue for their club during future date...

      July 26th, 2025 5 views 0 likes

    • How to View PT Discounts on Reports

      This article lists reports that reflect discounts applied to PT agreements and their invoices and provides best practices for using...

      July 26th, 2025 5 views 0 likes

    • 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 26th, 2025 9 views 0 likes

    • How to Fix Non-Receiving Email Issues from Club OS Reporting Using Whitelisting

      Below is a list of several URLs that should be white-listed by the IT department of any gym with rigid...

      July 26th, 2025 5 views 0 likes

    • How Do I Prevent an Employee's Name From Appearing in the Calendar, Follow-Up Window, DGW and Reports?

      To prevent an employee's name from appearing within the calendar, follow-up window and reports, set the account as a template...

      July 26th, 2025 5 views 0 likes

    • GP Onboarding Insights Report (Breakdown)

      Purpose The GP Onboarding Insights Report is used to analyze the performance of the Gold's Path presentations, abbreviated as GP,...

      July 26th, 2025 5 views 0 likes

    • Mico (ABC/DataTrak) - Updating the Salesperson to Reflect in Reporting

      First step is setting the department to show online. They could either create a new department for this, or just...

      July 26th, 2025 5 views 0 likes

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