This report will display all new accounts as well as replacements and renewals within a certain date range. This can be used to keep track of the number of new accounts that were entered during a specific date range, or how many of your members renewed their memberships.
- From Date/To Date: The date range the report will pull information for
- Report Content: Choose the types of members to pull for the report, either Both, Contract Buyer, or Card Holder
- Contract Type: Determines the types of contracts to display in the report, either New, Replacements, Renewals, or All
- Member Attribute: Choose from your created member attributes to include in the report data. Each selected attribute will add a new column to the report
- Directory: This toggle will display additional contact information for each member, such as address, phone number, and email
- Cancellations: Determine which type of cancellations to include in the report data, either Client or All
FAQs
Why doesn’t the secondary salesperson appear on the All Accounts Entered report when they’re listed in the member’s account?
This happens because the secondary salesperson is only tied to POS orders, not to the membership itself. The secondary salesperson is defined only at the POS order level, meaning it applies when a signup payment is collected during enrollment. The primary salesperson is linked to the membership, which is why only they appear on the All Accounts Entered report.
Both salespeople can be seen in the Sales Commission Report.
