This ClubReady article will guide you on understanding and running the Referred Members Report. A referred member is a client that one of your current clients referred to your club.
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.
Navigate to Reports > Members > Referred Members.
You will now select a specific date range to the left or a preset date range on the right. Choose Run Report.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
The report will contain the following information:
Location Name - Club the client was referred at
Store ID - Clubs ClubReady ID
User ID - Clients ClubReady ID
Referred Member - The member who was referred
Date Added - The date this client was added into ClubReady
Membership Date - Referred members first sold agreement date.
Membership Type - Referred members classification
Referrer User ID - Client who referred ClubReady ID
Referrer Name - Client who made the referrals name
Referrer Location Name - Location of the client who made the referral
Referrer Store ID - Store Id of the client who made the referral
.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting: Can access report (must be enabled to access any report)
- Reporting: Can access clients: referred members