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CRM Reporting

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    Report Overviews: Prospecting and Membership

    • Guest Log Report
    • Appointments Made Report
    • Memberships Sold Report
    • Sales Activity Report
    • Opt-Out Report
    • Follow-Up Audit Report
    • Lead Origin Report
    • Schedule Audit Report
    • Email Campaign Send Report
    • Email Campaign Blast Report
    • Employee Productivity Report
    • Lead Source Report
    • Prospecting Scorecard
    • Guest Pass Report
    • Tour Appt Audit Report
    • Follow-Up Scorecard
    • Membership Follow-Up Activity Report
    • Leads Not Contacted Report
    • Leads Contacted Two Times or Less Report
    • Daily Setup Report
    • New Prospect Report
    • Referral Conversion Report
    • Sales Opportunity Report
    • Check-In Report
    • Member Check-Ins by Trainer Report
    • Sales Rep Production Report
    • Sales Rank Report
    • Club Defaults Report
    • Flat Sales Activity Report
    • New Member Orientations Report
    • Simple Payroll Report
    • Client Scorecard Report
    • Fitness Audit - Full Report
    • Trainer Inventory Report
    • VIP/Preferred/Referral Guest Report
    • Member Service Sales Report
    • Projected Recurring Payment Report
    • Fitness Audit - PT Report [Breakdown]
    • Follow-Up ROI Report

    Report Overviews: Personal Training

    • Commission Report
    • The Vitals Report
    • Employee Active Client Report
    • Summary Accrual Revenue Report
    • Cancellation Report
    • PT Scheduled Draft Report
    • Accrual Revenue Report

    Performance Analytics

    • Leaderboard Analytics
    • Sales Performance Analytics: Terms
    • Sales Performance Analytics

    Report FAQs

    • What Qualifies an Event to Be Featured In the Commission Report?
    • The Commission Report: Frequently Asked Questions
    • The Commission Report: Best Practices
    • The Commission Report Troubleshooting Guide
    • How to View PT Discounts on Reports
    • How to Fix Non-Receiving Email Issues from Club OS Reporting Using Whitelisting
    • How Do I Prevent an Employee's Name From Appearing in the Calendar, Follow-Up Window, DGW and Reports?
    • PT Payroll Report Troubleshooting
    • Mico (ABC/DataTrak) - Updating the Salesperson to Reflect in Reporting
    • PT Scheduled Draft Report

      This report details expected future revenue from automatic payments within a selected date range, based on currently active agreements. If...

      July 26th, 2025 12 views 0 likes

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