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Club OS offers a wide range of Reports on club and employee activity. Permissions at your club determine which users...
July 1st, 2025 112 views 0 likes
1. KPIs: An Overview 2. KPI Defnitions 3. How Can I Expand My KPI Table? 4. How Do I Filter...
July 1st, 2025 93 views 0 likes
1. KPI: An Overview 2. KPI Definitions 3. How Can I Expand My KPI Table? 4. How Do I Filter My KPIs? 5. How...
July 1st, 2025 82 views 0 likes
1. KPIs: An Overview 2. KPI Definitions 3. How Can I Expand My KPI Table? 4. How Do I Filter...
July 1st, 2025 88 views 0 likes
July 1st, 2025 74 views 0 likes
July 1st, 2025 84 views 0 likes
"Why Aren't My Reports and Dashboard Matching Exactly?" Reports and dashboard will rarely match because the dashboard updates in real...
July 1st, 2025 83 views 0 likes
1. Top Ten: An Overview 2. Top Ten: KPI 3. How Do I Filter My Top Ten? 4. The Bottom...
July 1st, 2025 77 views 0 likes
July 1st, 2025 71 views 0 likes
July 1st, 2025 79 views 0 likes
Whenever an Orientation results in a Member buying PT, the responsible Salesperson will receive credit through the KPI metrics ‘ORT/FC/FAs...
When it comes to rewrites with old members, for proper credit to be attributed you must add a new agreement...
The Unpaid Invoice Report contains four tabs: Summary, Unpaid Invoices, Payment Attempts, and Written-Off Invoices. Summary Tab This tab summarizes the total quantity and...
July 24th, 2025 171 views 0 likes
The Trainer Liability Report lists information about the current standing of Member agreements and their session usage and funding. Unlike...
July 24th, 2025 93 views 0 likes
The Renewal Report tracks the upcoming renewals and/or expirations of client Agreements and the club's most recent activity with those...
July 24th, 2025 89 views 0 likes
This report provides data on completed PT orientations and whether they resulted in a purchase. It can be filtered by...
July 24th, 2025 84 views 0 likes
This report summarizes PT activity by trainer, including the number and value of unused and expired sessions, and the count...
July 24th, 2025 86 views 0 likes
This report summarizes PT Follow-Up activity for a selected date and Month to Date. It can be filtered by location...
July 24th, 2025 103 views 0 likes
The Projections Report details projected revenue over a selected date range, based on all currently active agreements. This report can...
July 24th, 2025 82 views 0 likes
The Package Sales Summary Report summarizes package sales over the selected date range. How the Report Is Organized: New agreements sold...
July 24th, 2025 79 views 0 likes
The PT Sold Report lists the members who were sold PT for a given range and provides the latest sale...
July 24th, 2025 88 views 0 likes
The Accrual Revenue Report lists revenue from transactions with a 'Success' or 'Pending Success' status from ABC. This report can...
July 24th, 2025 173 views 0 likes
This report lists agreements with active, current freezes or scheduled future freezes. Lists of active and future freezes each appear on their...
July 24th, 2025 83 views 0 likes
This report lists active PT clients, their most recent session, and how many sessions remain in their service package -...
July 24th, 2025 76 views 0 likes
This report details transaction attempts and their outcomes over a selected date range, and can be filtered by location. Sample...
July 24th, 2025 153 views 0 likes
The My Performance dashboard is a great way to get an overview of your performance. It allows you to compare and assess your...
July 24th, 2025 72 views 0 likes
