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The Appointments Made Report lists all appointments with Prospects over a selected date range and location. Sample Appointments Made Report...
July 1st, 2025 752 views 0 likes
The Memberships Sold Report includes information about the member, salesperson, and other data associated with a membership purchase. It can...
July 1st, 2025 808 views 0 likes
The Sales Activity Report summarizes a club's sales activity filtered by Date Range, Location, and Employee. It also includes MTD...
July 1st, 2025 954 views 0 likes
The Opt-Out Report lists users that have opted out of email and/or text messaging at your club. It can be...
July 1st, 2025 679 views 0 likes
This report provides data on Prospect Follow-Ups and their outcomes, and can be sorted by date range, location, and employee....
July 1st, 2025 744 views 0 likes
The Lead Origin Report provides data about Prospect and Member accounts and their activity, organized by Origin (such as Walk-in...
July 1st, 2025 642 views 0 likes
This report provides data on past events (listed by attendee) and whether they were completed, validated, and funded. Sample Schedule...
July 1st, 2025 661 views 0 likes
This report provides data on email campaigns sent out during a selected date range for one or more location. Sample...
July 1st, 2025 597 views 0 likes
This report provides data on blast email campaigns for one or more locations. Sample Email Campaign Blast Report Email Campaign...
July 1st, 2025 580 views 0 likes
This report provides an overview of employee Follow-Up activity and membership sales for a selected date range. The report will...
July 1st, 2025 656 views 0 likes
The Lead Source Report provides data about Prospect and Member accounts and their activity, organized by Marketing Source. This report...
July 1st, 2025 684 views 0 likes
This report provides data on your team's Follow-Up activity and guest pass outcomes with new Prospects, filtered by location. Sample...
July 1st, 2025 596 views 0 likes
The 'Tour Appt Audit Report' summarizes tour appointments contacted by a club's employees for a designated date range. This report...
This report summarizes your Sales team's system usage and assigned Follow-Ups over the past 30 days. View location-specific data or...
July 1st, 2025 602 views 0 likes
This report summarizes membership Follow-Up activity for a selected date and Month to Date. It can be filtered by location...
July 1st, 2025 617 views 0 likes
Leads Not Contacted Report This report lists Prospects that have a 'Missed Guest' status or are at Step #1 in...
July 1st, 2025 705 views 0 likes
The Leads Contacted Two Times or Less Report displays a club’s entire population of Prospects who, either, possess a ‘Missed...
July 1st, 2025 543 views 0 likes
The Daily Setup Report lists all appointments scheduled to occur during a selected date range, which can include past and/or...
July 1st, 2025 644 views 0 likes
This report provides data about Prospect accounts in Club OS. It can be filtered by date range and location. If...
July 1st, 2025 917 views 0 likes
The Referral Conversion Report provides data on referrals acquired during the selected date range and whether they attended a tour...
July 1st, 2025 533 views 0 likes
This report lists sales opportunities and tours by employee. It can be filtered by date range and location. Sample Sales...
July 1st, 2025 619 views 0 likes
This report summarizes member check-ins at one or more locations during a selected date range. Sample Check-in Report Check-in Report...
July 1st, 2025 563 views 0 likes
This report summarizes check-ins by trainer, filtered by date range and location. Sample Member Check-ins by Trainer Report Member Check-ins...
July 1st, 2025 598 views 0 likes
This report provides information on sales opportunities (including appointments and walk-in visits) associated with each employee for the selected date...
July 1st, 2025 655 views 0 likes
The Sales Rank Report tracks and ranks sales performance at one or more locations. It can be filtered by date range...
July 1st, 2025 646 views 0 likes
The Club Defaults Report summarizes the staff members set as the Location Defaults (My Club -> Location Settings -> Location...
July 1st, 2025 564 views 0 likes
The Flat Sales Activity Report summarizes a club's sales activity on a particular day and can be filtered by Location...
The New Member Orientations Report lists all new members within a selected date range, along with Orientations scheduled for those...
July 1st, 2025 654 views 0 likes
This report summarizes the number and value of meetings, orientations, and other sessions that appear on an employee's calendar during...
July 1st, 2025 545 views 0 likes
This report provides a list of training clients and their attendance, workout, and nutrition data, filtered by location. Sample Client...
July 1st, 2025 630 views 0 likes
This report provides data on Trainer interactions with their Clients and can be filtered by location. Unlike most reports in...
July 1st, 2025 704 views 0 likes
This report provides data on current PT clients and their activity (available, completed, and expired sessions), organized by trainer. Sample...
July 1st, 2025 548 views 0 likes
VIP Guest Report / a.k.a "Preferred Guest Report" / a.k.a "Referral Guest Report" Want to know who you are receiving...
July 1st, 2025 595 views 0 likes
The Member Service Sales Report summarizes all member services sold within a given date range. This report can be filtered by...
July 1st, 2025 693 views 0 likes
The Projected Recurring Payment Report enables club admins to view future date ranges and the projected PT revenue their club...
July 1st, 2025 518 views 0 likes
Fitness Audit - PT Report This report tells you also how interactive Trainers are with Clients, and how well their...
July 1st, 2025 501 views 0 likes
This report summarizes PT and membership sales and the Follow-Up communication with those clients. It contains details on specific membership...
July 1st, 2025 568 views 0 likes
The Guest Pass Report summarizes guest pass activity over a selected date range. This report can be generated for a single...
The Guest Log Report provides data on club tours that occurred during a selected date range. Sample Guest Log Report...
July 1st, 2025 635 views 0 likes