Top Recommended reports to run
Check-in Reports - If your members are checking in to your facility
- Reports/Checkin/Check-in Activity Report - Provides a list of checkins to the club by date range.
- Reports/Checkin/Member Check-in Details - Provides detailed information regarding member checkins- can be customized to include the information needed.
Financial Reports
- Reports/Financial/Financial transactions - Provides detailed transactions for a given date range.
- Reports/Financial/Financial summary -Provides a summary of transactions for a given date range.
- Reports/Financial/New Member Financials - Provides a list of New Membership Financials.
- Reports/Financials/Open Balance Reports - Provides a list of members that have past due balances can be for memberships only, services, POS or combined depending on what you select.
- Reports/Financials/EFT Analyzer - Provides you a report of money submitted/declined.
- Reports/Financials/Auto Correction Credit Cards - Provides a list of Credit Cards that were automatically updated.
Membership Reports - If you are a membership club then run these reports.
- Quick Functions/Memberships/custom query - Memberships-Active/download to excel/sort by price/review 0.00 or low money memberships for input errors/then resort by eft pay method/review the members that have exclude as the payment method. If they are pif or family accounts this is probably ok. But if they are month to month memberships they may not be billing correctly.
- Reports/Memberships/Membership Cancel Report - Provides a list of members that have canceled.
- Reports/Memberships/Membership Rollover Report - Provides a list of members who have rolled over or will be rolling over.
- Reports/Memberships/Membership Checklist - Provides a list of members that are missing billing information, Missing payments or signed documents.
Training Reports - If you are a club that sells personal training or have classes.
- Reports/Training/Trainer (session) activity - Provide you a list of how much training your trainers are completing.
- Reports/Retention/Members W/O Training Packages - Will provide a list of members that may not have a training packages attached.
- Reports/"Misc/Stats"/Class Activity or Class Activity by Instructor. Provides a list of classes and the average attendance.
Member Portal Reports - If your members are making purchases from the member portal or member app you should run these reports.
- Reports/Member Portal/Member Activity - This report will provide you with details of what your members are doing on the portal for example updating profiles or billing information, purchasing memberships or services
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