This article will guide you through viewing and understanding the Fitness Assessment Report.
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 > Intelligence > Fitness Assessments.
You will first select a custom date range by using the calendars provided, or chose a preset date range from the options on the right. Click Run Report.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
2. Understanding Your Report
The online report will contain the following information:
Staff First Name - This will display the employee's first name
Staff Last Name - This will display the employee's last name
Scheduled - The number of fitness assessments scheduled by this staff member during the selected date range
Expected - The number of confirmed appointments.
Showed - The count of how many scheduled fitness assessments for this staff member that actually showed for the fitness assessment
Show % - Percentage of consultants that showed for the fitness assessments
Closed - Number of scheduled fitness assessments that signed an agreement.
Sold % - Percentage of scheduled (showed) fitness assessments performed by this staff member that resulted in a signed agreement.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting: Can access reports (must be enabled to see any reports)
- Reporting: Can access fitness assessment report