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Renewal Candidates

Generate a report of renewal candidates. This report allows you to enter a minimum and a maximum amount of sessions remaining.  The report will list all clients who own a package where the amount of sessions remaining on that package falls within the range you entered.  Package Types where the total amount of sessions remaining equals zero will not be included in this report.

Reports

Reports

Click on the Reports Link

Renewal Candidates

Renewal Candidates

Click on Renewal Candidates

Note: Use the Navigation Sidebar to quickly navigate to other Reports without having to return to the main Reports page.

Generate Report

Generate Report

1. Enter the Maximum amount of sessions to report on.

2. Enter the Minimum amount of sessions to report on.

3. Please select the desired trainer: allows you to choose a specific trainer to report on.

4. Please select the desired reservation type: allows you to choose a specific reservation type to report on.

5. (optional) Exclude clients whose most recent booked session is before: This will exclude all clients who have booked a session before the entered date.

6. Filter by Client Category allows you to choose a specific category to report on.

7. Click on Generate Report

Generated Report

Generated Report

Note: You can export this report by selecting a format and clicking export.

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