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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 14 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 11 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 10 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 13 views 0 likes
"Why Aren't My Reports and Dashboard Matching Exactly?" Reports and dashboard will rarely match because the dashboard updates in real...
1. Top Ten: An Overview 2. Top Ten: KPI 3. How Do I Filter My Top Ten? 4. The Bottom...
July 1st, 2025 12 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 12 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 13 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...
This report provides data on completed PT orientations and whether they resulted in a purchase. It can be filtered by...
July 24th, 2025 9 views 0 likes
This report summarizes PT activity by trainer, including the number and value of unused and expired sessions, and the count...
This report summarizes PT Follow-Up activity for a selected date and Month to Date. It can be filtered by location...
July 24th, 2025 8 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 15 views 0 likes
The Package Sales Summary Report summarizes package sales over the selected date range. How the Report Is Organized: New agreements sold...
The PT Sold Report lists the members who were sold PT for a given range and provides the latest sale...
The Accrual Revenue Report lists revenue from transactions with a 'Success' or 'Pending Success' status from ABC. This report can...
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 10 views 0 likes
This report lists active PT clients, their most recent session, and how many sessions remain in their service package -...
This report details transaction attempts and their outcomes over a selected date range, and can be filtered by location. Sample...
The My Performance dashboard is a great way to get an overview of your performance. It allows you to compare and assess your...
