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Report Overviews: Prospecting and Membership

A list of available prospecting and membership reports in Club OS. Click the name of each report for more information.To request access to specific reports, please contact the support team at support@club-os.com.

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    • Guest Log Report

      The Guest Log Report provides data on club tours that occurred during a selected date range.  Sample Guest Log Report...

      July 1st, 2025 31 views 0 likes

    • Appointments Made Report

      The Appointments Made Report lists all appointments with Prospects over a selected date range and location. Sample Appointments Made Report...

      July 1st, 2025 30 views 0 likes

    • Memberships Sold Report

      The Memberships Sold Report includes information about the member, salesperson, and other data associated with a membership purchase. It can...

      July 1st, 2025 28 views 0 likes

    • Sales Activity Report

      The Sales Activity Report summarizes a club's sales activity filtered by Date Range, Location, and Employee. It also includes MTD...

      July 1st, 2025 33 views 0 likes

    • Opt-Out Report

      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 27 views 0 likes

    • Follow-Up Audit Report

      This report provides data on Prospect Follow-Ups and their outcomes, and can be sorted by date range, location, and employee....

      July 1st, 2025 26 views 0 likes

    • Lead Origin Report

      The Lead Origin Report provides data about Prospect and Member accounts and their activity, organized by Origin (such as Walk-in...

      July 1st, 2025 28 views 0 likes

    • Schedule Audit Report

       This report provides data on past events (listed by attendee) and whether they were completed, validated, and funded. Sample Schedule...

      July 1st, 2025 28 views 0 likes

    • Email Campaign Send Report

      This report provides data on email campaigns sent out during a selected date range for one or more location. Sample...

      July 1st, 2025 30 views 0 likes

    • Email Campaign Blast Report

      This report provides data on blast email campaigns for one or more locations. Sample Email Campaign Blast Report Email Campaign...

      July 1st, 2025 25 views 0 likes

    • Employee Productivity Report

      This report provides an overview of employee Follow-Up activity and membership sales for a selected date range. The report will...

      July 1st, 2025 25 views 0 likes

    • Lead Source Report

      The Lead Source Report provides data about Prospect and Member accounts and their activity, organized by Marketing Source. This report...

      July 1st, 2025 34 views 0 likes

    • Prospecting Scorecard

      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 26 views 0 likes

    • Guest Pass Report

      The Guest Pass Report summarizes guest pass activity over a selected date range. This report can be generated for a single...

      July 1st, 2025 31 views 0 likes

    • Tour Appt Audit Report

      The 'Tour Appt Audit Report' summarizes tour appointments contacted by a club's employees for a designated date range. This report...

      July 1st, 2025 34 views 0 likes

    • Follow-Up Scorecard

      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 22 views 0 likes

    • Membership Follow-Up Activity Report

      This report summarizes membership Follow-Up activity for a selected date and Month to Date. It can be filtered by location...

      July 1st, 2025 26 views 0 likes

    • Leads Not Contacted Report

      Leads Not Contacted Report This report lists Prospects that have a 'Missed Guest' status or are at Step #1 in...

      July 1st, 2025 31 views 0 likes

    • Leads Contacted Two Times or Less Report

      The Leads Contacted Two Times or Less Report displays a club’s entire population of Prospects who, either, possess a ‘Missed...

      July 1st, 2025 27 views 0 likes

    • Daily Setup Report

      The Daily Setup Report lists all appointments scheduled to occur during a selected date range, which can include past and/or...

      July 1st, 2025 29 views 0 likes

    • New Prospect Report

      This report provides data about Prospect accounts in Club OS. It can be filtered by date range and location. If...

      July 1st, 2025 21 views 0 likes

    • Referral Conversion Report

      The Referral Conversion Report provides data on referrals acquired during the selected date range and whether they attended a tour...

      July 1st, 2025 25 views 0 likes

    • Sales Opportunity Report

      This report lists sales opportunities and tours by employee. It can be filtered by date range and location.  Sample Sales...

      July 1st, 2025 26 views 0 likes

    • Check-In Report

      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 23 views 0 likes

    • Member Check-Ins by Trainer Report

       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 25 views 0 likes

    • Sales Rep Production Report

      This report provides information on sales opportunities (including appointments and walk-in visits) associated with each employee for the selected date...

      July 1st, 2025 26 views 0 likes

    • Sales Rank Report

      The Sales Rank Report tracks and ranks sales performance at one or more locations. It can be filtered by date range...

      July 1st, 2025 25 views 0 likes

    • Club Defaults Report

      The Club Defaults Report summarizes the staff members set as the Location Defaults (My Club -> Location Settings -> Location...

      July 1st, 2025 25 views 0 likes

    • Flat Sales Activity Report

      The Flat Sales Activity Report summarizes a club's sales activity on a particular day and can be filtered by Location...

      July 1st, 2025 26 views 0 likes

    • New Member Orientations Report

      The New Member Orientations Report lists all new members within a selected date range, along with Orientations scheduled for those...

      July 1st, 2025 29 views 0 likes

    • Simple Payroll Report

      This report summarizes the number and value of meetings, orientations, and other sessions that appear on an employee's calendar during...

      July 1st, 2025 24 views 0 likes

    • Client Scorecard Report

      This report provides a list of training clients and their attendance, workout, and nutrition data, filtered by location. Sample Client...

      July 1st, 2025 24 views 0 likes

    • Fitness Audit - Full Report

      This report provides data on Trainer interactions with their Clients and can be filtered by location. Unlike most reports in...

      July 1st, 2025 25 views 0 likes

    • Trainer Inventory Report

      This report provides data on current PT clients and their activity (available, completed, and expired sessions), organized by trainer. Sample...

      July 1st, 2025 22 views 0 likes

    • VIP/Preferred/Referral Guest Report

      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 25 views 0 likes

    • Member Service Sales Report

      The Member Service Sales Report summarizes all member services sold within a given date range. This report can be filtered by...

      July 1st, 2025 25 views 0 likes

    • Projected Recurring Payment Report

      The Projected Recurring Payment Report enables club admins to view future date ranges and the projected PT revenue their club...

      July 1st, 2025 25 views 0 likes

    • Fitness Audit - PT Report [Breakdown]

      Fitness Audit - PT Report This report tells you also how interactive Trainers are with Clients, and how well their...

      July 1st, 2025 27 views 0 likes

    • Follow-Up ROI Report

      This report summarizes PT and membership sales and the Follow-Up communication with those clients. It contains details on specific membership...

      July 1st, 2025 24 views 0 likes

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