Member sign-up report

Overview

This article guides you through the process of creating a Member sign-up Report.
The article is divided into the following nine topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Organisation level
   Branch level
Generate a member sign-up report
   Viewing a report
 

Prerequisites

Role

Your Role must have the View report Permission.
Preset Roles that have this Permission are:

• Admin
• Master Franchiser
• Franchisee
• Branch Manager
• Receptionist

 

Scope

You must have an Admin, Master Franchiser, Franchisee, Branch Manager or Receptionist Role in the Branch(es) you wish to run the Report for.

 

For more information on Roles, click here.
For more information on Permissions, click here.

 

Use case

The Member sign-up Report enables you to list all new Memberships or renewals purchased within a specified date range. The Report includes any referrals the Member may have provided.

This Report can also be used as a source to send SMS or email campaigns, as it includes each Member's email address and mobile phone number.

 

Navigation

Member sign-up Reports can be run at both Organisation level and Branch level.

• At Organisation level, multiple Branches can be included in the Report.

• At Branch level, only one Branch is included in the Report.

 

Organisation level

To run a Member sign-up Report at Organisation level:
Navigate to Organisation level (light coloured menu)
Click on Reports

 

Branch level

To run a Member sign-up Report at Branch level:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Reports

 

Generate a Member sign-up report

		Click Run (top right-hand side of the Member sign-up report panel)
		Enter the From date Either enter the date manually or use the calendar icon to select a date via the calendar: Use the Left and right arrows to scroll back or forward a month Click the desired date, or click Today to select today's date. To select another year, use the drop down on the right of the month to select the year.
		Enter the To date The From and To dates determine the scope of your report. Either enter the date manually or use the calendar icon to select a date via the calendar: Use the Left and right arrows to scroll back or forward a month Click the desired date, or click Today to select today's date. To select another year, use the drop down on the right of the month to select the year.
		Select the Branch(es) or Branch group(s) you wish to report on (organisation level only)
		Click Generate

Viewing a report

Once generated, the Member sign-up Report displays the following data on-screen:

Customer name - The Member's first and last name.
Home Branch - The Member's Home branch (where they signed up).
Email - The Member's email address.
Mobile country code - The country code for the Member's mobile number.
Mobile number - The Member's mobile number.
Membership - The name of the Membership(s) the Member is signed up with.
Join date time - The date/time the Member joined the gym.
Source - What source the Member used to sign-up for a Membership.
Referral A - The first person the Member referred to the gym during sign-up.
Referral B - The second person the Member referred to the gym during sign-up.