This article will guide you on how to generate the Re-Sign Soon report. This report shows a list of users with non-cancelled agreements that are set to expire within the selected upcoming number of days.
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.
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This report is driven by package duration setting as well as the number of installments selected.
- Example: If on 10/10/2019 a user purchases a package with a 1 month duration and 12 installments, they will show on the report when 10/10/2020 is within the selected date range. If on 10/10/2019 a user purchases a package with a 1 month duration and 1 installment, they will show on the report when 11/10/2019 is within the selected date range.
- This report does not include agreements that were originally sold as a 1 month (1 installment) package and switched over to a month-to-month once the original expiration occurred.
- For service-based agreements, this report is designed to not count (any potential) remaining credits that are a Consultation service. Reason being, the main purpose of Consultations are to sell club services to the client.
Pro Tip: If you want to see all remaining service credits tied to an agreement, ensure that the 'Service Is A Sales Consult' setting is set to 'No' for the service that are included in the agreements.
Setup > Sales > Sales Packages > click on sales package name > Settings
Setup > Sales > Sales Packages > click on the sales package name > Installments 
1. Accessing Your Report
Navigate to Reports > Members > Re-Sign Soon.
There are several filters that can be selected to customize what will generate on the report. After selecting the filters, click Run Report. The following filters can be applied:
Show Agreements Expiring Within The Next: Specify the amount of days that you are wanting to populate data for (30, 60, 90, or 120 Days)
Show All Packages Types: You may choose to view all packages or filter by package type; Only Show Membership Packages, Only Show Membership Add-On Packages, or Only Show Services Packages.
Purchase Types: You can look at All Purchase Types or choose to Only Show PIF, or Only Show Draft.
Exclude member on auto-renewal: This prevents you from reviewing member accounts that are in auto-renew status.
2. Understanding Your Report
The on-screen report will contain the following information:
User ID: Member's User ID.
First / Last Name: Member's First and Last name.
Membership Type: Membership Type assigned to the user (not the sales package).
Description: The package name.
Detail: For PT/Services packages, this will show the number of sessions remaining. For membership packages, this will show the user's membership expiration date as well as the date that their membership started.
Agreement Start / End: The date the agreement was signed / The due date of the final payment assigned to each agreement plus the corresponding package duration.
Auto Renew Amount: The evergreen price for agreements that are set to roll into evergreen.
Last Check-In: Each user's most recent check-in.
Cell Phone: Member's cell phone number.
Phone: Member's phone number.
Email: Click on any customer email to send them an email with your default mail program.
Address - Member's address.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting - Can access reports
- Reporting - Can access clients: re-sign soon