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Membership Upsell Report
This article will guide you through generating and understanding the Membership Upsell report. This report displays Membership Add Ons, Products and Services that have been sold in addition to a Membership Agreement.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
1. Accessing Your Report
Navigate to Reports > Sales > Membership Upsell.
To generate the report, set a date range using the calendar or optional Preset Date Ranges and click Run Report. This report will include the following filters:
All Upsell Types - use the dropdown to filter to specific Upsell Types (Services, Membership Add Ons, Products)
Sort By - determines how you want the report to populate once generated (Staff last name or Upsell Total $).
2. Understanding Your Report
Once generated, the web page report will display. Within the web page report, you will be given the Totals for each Upsell Type, along with a breakdown that displays each staff member that completed an Upsell within the selected date range. To view a further breakdown, click the "+" symbol next to the Upsell Type.
After clicking the "+" symbol, the report will then expand displaying the following information:
Upsell Date - Date that the upsell took place
Upsell Days - how many days had passed before completing the upsell
Name - the name of the purchased Add On, Product, or Service
$ - dollar amount collected from the member
Sold To - name of the client who made the purchase
Original Agreed - date that the agreement started
Original Membership Package - the original Membership package that the Member purchased
Original Membership Sold By - name of the staff member who sold the Original Membership
State - state that the purchase took place
Store Id - the ID of the location where the sale took place
Location Name - name of the location where the sale was completed
District Id - District ID associated with the club
District Name - Name of the district the club is within
Division Id - ID number for the division that the club is in
Division Name - name of the division that the club is in.
 
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Can access reports (must be enabled to see any reports)
- Can access sales: Membership Upsell
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