Reports-->Financial--> New Member Financials
Usage: To review the sales price, rates, initiations charged to new sales, and the amounts collected by sales representatives.
Additional feature: can assign sales reps to a sale
Query/Filters - Default Query - Today
By default the report is set to look up a member that may have checked in to day. But you are not limited to just today’s checkins
Custom Query options provide the ability set the Entered date, or between which entered dates to query.
The results presented are
Totals presented on
Report Cannot be downloaded, however it can be scraped and copied into Excel. Highlight the areas to copy - Right click, Copy, open Excel or Word, Right click, Paste.
Additional feature: can assign sales reps to a sale
Query/Filters - Default Query - Today
By default the report is set to look up a member that may have checked in to day. But you are not limited to just today’s checkins
- Year to Date
- Last Month
- Month to Date
- Yesterday
Custom Query options provide the ability set the Entered date, or between which entered dates to query.
The results presented are
- Member: the member purchasing the membershp
- Entered and Start Date: the date the membership was purchased, and the start date of the membership
- Membership Type: the name of the membership purchased (the type definition from the system)
- Action: whether it was an Open, Renew, or Reopen
- Initi Fee: joining fee
- Period Rate: the amount paid per frequency
- Contract Value: total value of contract sold, initiation fee, payments due, and any other contractual fees
- First Paid Amount: amount calculated in first payment
- Sales Rep: sales person assign to the sale
Totals presented on
- Number of memberships sold
- Initiation Fees
- Period Rates
- Contract Rates
Report Cannot be downloaded, however it can be scraped and copied into Excel. Highlight the areas to copy - Right click, Copy, open Excel or Word, Right click, Paste.
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