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    • Invoices Report (IBB only)

      The Invoices Report displays all membership invoices, paid and unpaid. This is available for clubs on Invoice Based Billing.  Data...

      July 25th, 2025 8 views 0 likes

    • Why are my collections down/why have my remits been low?

       Attrition may be the biggest cause for a decrease in collections. Review the reports in the Attrition Reports section. These...

      July 25th, 2025 8 views 0 likes

    • Trainer Commission Detail Report

      The Trainer Commission Detail report will pull data for fulfilling trainer commission. This report should be used to review your...

      July 25th, 2025 10 views 0 likes

    • Remit Totals Report (Legacy)

      This is a Legacy report and may not function as expected. The Remit Totals report will give you a summary...

      July 25th, 2025 8 views 0 likes

    • Session Liability Report

      The Session Liability report pulls data related to the sessions that have been purchased and used by your members along...

      July 25th, 2025 10 views 0 likes

    • Sending Mass Member/Prospect Emails Using Reports

      Reports come with the useful feature of being able to send a mass email to all member and/or prospect accounts...

      July 25th, 2025 9 views 0 likes

    • Scheduler - Check-in/Non-Check-in Report (Legacy)

      This is a Legacy report and may not work as expected. This report displays check-ins via the Scheduler.

      July 25th, 2025 10 views 0 likes

    • Revenue Detail Report

      This report is going to display a detailed report of the revenue you have earned within a specified date range....

      July 25th, 2025 10 views 0 likes

    • Revenue Analytics Dashboard

      Overview The Revenue Analytics dashboard provides summaries, breakdowns, and insights into revenue and remittance activity. Dashboard data is updated daily,...

      July 25th, 2025 10 views 0 likes

    • Reporting Basics

      Select Data The first step to using reports is to select your data. Each report will have different criteria that...

      July 25th, 2025 13 views 0 likes

    • Replacements Entered (Legacy)

      This is a Legacy report and may not work as expected. This report will display all replacements entered within the...

      July 25th, 2025 9 views 0 likes

    • Renewals Entered (Legacy)

      This is a Legacy report and may not work as expected. This report will display all renewals that have been...

      July 25th, 2025 8 views 0 likes

    • Remit to Date Report (Legacy)

      This is a Legacy report. This report will display the total remit to date. 

      July 25th, 2025 10 views 0 likes

    • Scheduler - Active Member Attendance Report (Legacy)

      This is a Legacy report and may not work as expected. This report displays all active card records with their...

      July 25th, 2025 11 views 0 likes

    • Remit Report (Legacy)

      This is a Legacy report and may not work as intended. This report displays individual remits with details on what...

      July 25th, 2025 11 views 0 likes

    • Payments Due Report

      The Payments Due report will display a list of all dues that are upcoming within the selected date range. This...

      July 25th, 2025 10 views 0 likes

    • Payment Summary Report (Legacy)

      This is a Legacy report and may not work as expected. This report will display a summary of payments collected...

      July 25th, 2025 11 views 0 likes

    • Payment Summary by Card Code (Legacy)

      This is a Legacy report and may not work as expected. This report will pull payment data specifically organized by...

      July 25th, 2025 9 views 0 likes

    • Payment Projection Report (Legacy)

      This is a Legacy report and may not work as expected. This report will project revenue based on future contract...

      July 25th, 2025 11 views 0 likes

    • Payment Percentages Report (Legacy)

      This is a Legacy report and may not work as expected. This report will display collection costs by payment method....

      July 25th, 2025 10 views 0 likes

    • Payment Breakdown Report (Legacy)

      This is a Legacy report and may not work as expected. This report will pull data on payments collected for...

      July 25th, 2025 8 views 0 likes

    • Paid in Full Liability Detail and Summary Reports (Legacy)

      This is a Legacy report and may not work as expected. This report is going to display the cash value...

      July 25th, 2025 11 views 0 likes

    • Non-Attend by Card Report (Legacy)

      This is a Legacy report and may not work as expected. This report will list all member accounts that have...

      July 25th, 2025 10 views 0 likes

    • Month End Summary Report (Legacy)

      This is a Legacy report and may not work as expected. This will create a report detailing various information such...

      July 25th, 2025 10 views 0 likes

    • Month End Reconciliation Report

      The Month End Reconciliation report is one of the most important reports to have access to. This report will display...

      July 25th, 2025 11 views 0 likes

    • Merchant Remit Summary Report

      The Merchant Remit Summary report is one of the most important reports to have. This report is going to display...

      July 25th, 2025 10 views 0 likes

    • Active Accounts without Cards Report (Legacy)

      This is a Legacy report and may not work as expected. This report will display all member accounts that do...

      July 25th, 2025 10 views 0 likes

    • New Accounts Entered and New Accounts Entered (MYE) Reports (Legacy)

      These are Legacy reports and may not work as expected. These reports will display all brand new accounts that were...

      July 25th, 2025 11 views 0 likes

    • Memberships Report

      The Memberships Report displays all memberships (accounts), active and inactive. This is available for all clubs.    Data Selections Club:...

      July 25th, 2025 11 views 0 likes

    • Membership Tax Report

      This report is going to display and calculate tax rates for dues and add-ons. This can be pulled for a...

      July 25th, 2025 10 views 0 likes

    • Membership Sales Commissions Report

      This report will generate data displaying information on contracts that have been sold that give commission, who has earned the...

      July 25th, 2025 9 views 0 likes

    • Membership Breakdown Comparison Report (Legacy)

      This is a Legacy report and may not work as expected. This report allows you to compare membership data between...

      July 25th, 2025 11 views 0 likes

    • Membership Analytics Dashboard

      Membership Analytics Overview The Membership Analytics dashboard provides you with a detailed view of your memberships. These dashboards allow you...

      July 25th, 2025 10 views 0 likes

    • Member Detail Report

      The Member Detail report displays data for members and the events that they were/are scheduled for. This report should be...

      July 25th, 2025 10 views 0 likes

    • Member Check-in Grid by Month Report (Legacy)

      This is a Legacy report and may not work as expected. This report will display the number of member check-ins...

      July 25th, 2025 11 views 0 likes

    • Mailing Labels Report (Legacy)

      This is a Legacy report and may not work as expected. This report will generate mailing labels for all members...

      July 25th, 2025 10 views 0 likes

    • Loan Status Report (Legacy)

      This is a Legacy report and may not work as expected. This report displays details on any approved loans including...

      July 25th, 2025 11 views 0 likes

    • Legacy Point of Sale Report

      This report will only be used by existing clients who have upgraded from the Legacy POS to MyPOS. This report...

      July 25th, 2025 10 views 0 likes

    • Immediate CC Rejects (Legacy)

      This is a Legacy report and may not work as expected. The Immediate CC Rejects report is going to display...

      July 25th, 2025 9 views 0 likes

    • How do I use the reports? Which reports should I be using?

      Most reports will function in the same general manner: First, use the Select Data tab to select the data you...

      July 25th, 2025 10 views 0 likes

    • Hourly Attendance Graph Report (Legacy)

      This is a Legacy report and may not work as expected. The Hourly Attendance Graph report will graphically display member...

      July 25th, 2025 10 views 0 likes

    • GST Tax Report (Legacy) - Canada Only

      This report is a Legacy report and may not work as intended. This report is for Canadian clubs only. The...

      July 25th, 2025 10 views 0 likes

    • All Accounts Entered Report

      This report will display all new accounts as well as replacements and renewals within a certain date range. This can...

      July 25th, 2025 10 views 0 likes

    • Age Breakdown Report (Legacy)

      This is a Legacy report and may not work as expected. This report will display a breakdown of the ages...

      July 25th, 2025 10 views 0 likes

    • Add-on Services Detail

      This report displays a detailed list of which members are signed up for which add-ons. This report can show you...

      July 25th, 2025 12 views 0 likes

    • Add-on Revenue Summary

      This report will display a breakdown of revenue from add-ons that have been remitted based on a date range. It...

      July 25th, 2025 9 views 0 likes

    • Add-on Charges Detail

      This report will display all one time and recurring add-on payments for a selected date range. This will show all...

      July 25th, 2025 11 views 0 likes

    • Active Member Attendance Report

      The Active Member Attendance report will pull data displaying the attendance records of your active members. This report should be...

      July 25th, 2025 11 views 0 likes

    • Active Cards and Active Contracts Reports

      These two reports are very similar and will display similar information. These reports are used to pull information on your...

      July 25th, 2025 2 views 0 likes

    • CC Expiration List Report

      This report will pull information on all member credit cards that are set to expire within the next 2 months....

      July 25th, 2025 views 0 likes

    • Sales Item Detail Report

      The Sales Item Detail report is one of the most important when it comes to reviewing your POS transactions. This...

      July 25th, 2025 10 views 0 likes

    • Collection Trend and Collection Trend Summary Reports (Legacy)

      These are Legacy reports and may not work as expected. These reports will generate PDF documents displaying collection trends for...

      July 25th, 2025 9 views 0 likes

    • ChildCare Check-in Grid by Month Report (Legacy)

      This is a Legacy report and may not work as expected. This report will display the number of check-ins through...

      July 25th, 2025 10 views 0 likes

    • Cash Drawer Reconciliation Report

      This report will show cash drawer activity for every cash drawer that you have. This can be pulled when you...

      July 25th, 2025 10 views 0 likes

    • Cards Sent Report (Legacy)

      This is a Legacy report and may not work as expected. This report will pull a list of membership cards...

      July 26th, 2025 10 views 0 likes

    • Card Code Count Report (Legacy)

      This is a Legacy report and may not work as expected. This report will pull a list containing the number...

      July 26th, 2025 10 views 0 likes

    • Birthday List (Legacy)

      This is a Legacy report and may not work as expected. This report will pull a list of members with...

      July 26th, 2025 9 views 0 likes

    • Bad Checks Report (Legacy)

      This is a Legacy report and it may not work as expected. This report will display any and all EFT...

      July 26th, 2025 10 views 0 likes

    • Attendance Summary Report

      This report will show a summary of member attendance, displaying members along with their account information and number of visits...

      July 26th, 2025 11 views 0 likes

    • Attendance by Sign/Begin Date (Legacy)

      This is a Legacy report and it may not work as expected. This report will display how many times members...

      July 26th, 2025 8 views 0 likes

    • Attendance - Club & Scheduler Report (Legacy)

      This is a Legacy report and it may not work as expected. This report will display members checked in through...

      July 26th, 2025 9 views 0 likes

    • Attendance - All Report

      This report will display the full attendance list of all members and prospects that have checked in within the given...

      July 26th, 2025 9 views 0 likes

    • Frozen Accounts Report (Legacy)

      This is a Legacy report and may not work as expected. This report will provide a current list of all...

      July 26th, 2025 11 views 0 likes

    • Financial Report (Legacy)

      This is a Legacy report and may not work as expected. This report will display a visual representation of your...

      July 26th, 2025 11 views 0 likes

    • Expiration List Report

      The Expiration List report is used to display accounts that are set to expire within a selected date range. This...

      July 26th, 2025 10 views 0 likes

    • Event Detail Report

      The Event Detail report will display detailed information for all scheduled events within the selected date range. This report should...

      July 26th, 2025 10 views 0 likes

    • Deactive Cards Report (Legacy)

      This is a Legacy report and may not work as expected. This report will display all card records that have...

      July 26th, 2025 10 views 0 likes

    • Daily Service Notes List Report (Legacy)

      This is the Legacy version of the Daily Notes List report. This will display all service notes that have been...

      July 26th, 2025 10 views 0 likes

    • Daily Notes List Report

      This report will pull a list of all member notes that have been entered along with the account within the...

      July 26th, 2025 10 views 0 likes

    • Daily Attendance Graph Report (Legacy)

      This is a Legacy report and may not work as expected. The Daily Attendance Graph report will graphically display member...

      July 26th, 2025 10 views 0 likes

    • Contract Count by Entered By (Legacy)

      This is a Legacy report and may not work as expected. This report will give a summary of all contracts...

      July 26th, 2025 8 views 0 likes

    • Contract Count by Salesperson Report (Legacy)

      This is a Legacy report and may not work as expected. This report will show the total number of contracts...

      July 26th, 2025 10 views 0 likes

    • Prospects Report

      This report will pull information on your prospect accounts. This can be used to see all active prospects or just...

      July 26th, 2025 9 views 0 likes

    • Attrition Trend and Summary Reports (Legacy)

      These are Legacy reports and may not work as expected. These reports will display graphs with information on your club's...

      July 26th, 2025 10 views 0 likes

    • Which reports should I be using most?

      "Active Contracts" will pull data on all current active contracts. "All Accounts Entered" will pull data for new accounts, replacements,...

      July 26th, 2025 10 views 0 likes

    • Senior Attendance Report

      This report will show all attendance based on senior insurance programs such as Optum and Silver Sneakers. This report will...

      July 26th, 2025 10 views 0 likes

    • Zero Availability Report

      The Zero Availability report displays all members that have purchased sessions in the past and have no more sessions of...

      July 26th, 2025 11 views 0 likes

    • Payments at ASF

      July 26th, 2025 10 views 0 likes

    • Credits Report (Legacy)

      This is a Legacy report and it may not work as expected. This report is meant to display a list...

      July 26th, 2025 9 views 0 likes

    • Billing Pause Report (IBB only)

      The Billing Pause report lists all accounts that have had a billing pause applied. This is available for clubs on...

      July 26th, 2025 9 views 0 likes

    • Belt Tracker Report

      The Belt Tracker Report displays all members with an active agreement by Belt Tracker program. This is available for all...

      July 26th, 2025 10 views 0 likes

    • 30/60/90 Retention Detail/Summary Reports (Legacy)

      These are Legacy reports and may not work as expected. These reports are going to display the number of times...

      July 26th, 2025 11 views 0 likes

    • Access Freeze Detail Report (IBB only)

      The Access Freeze Detail Report lists all accounts with an access freeze. This is available for clubs on Invoice Based...

      July 26th, 2025 11 views 0 likes

    • 30/60/90 Attendance Retention Report

      The 30/60/90 Attendance Retention Report displays the attendance of members within 90 days of their membership sign date. This is...

      July 26th, 2025 10 views 0 likes

    • Retention Cards Report (Legacy)

      This is a Legacy report and may not work as expected. This report will display a list of all members...

      July 25th, 2025 10 views 0 likes

    • Returns Report

      The Returns report is used to display the number of and which accounts have been returned within a selected date...

      July 25th, 2025 10 views 0 likes

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