Agreements Log (Cancelled Agreements) Report
This article is an overview of the Agreements Log - Cancelled tab. This report allows you view the agreements cancelled during a chosen a time range.
1. Accessing Your Report
Navigate to Reports > Sales > Agreements Log > Cancels.
Select the date range, apply filters if desired and Run Report.
2. Understanding Your Report
The online report will display the following information:
Location Name - The location where the agreement was written. As many individual clubs only have access to their own club, this column is most relevant on the Corporate level where it list the different locations within the organization.
Cancel - The date the agreement was/will be effectively cancelled.
Cancelled By - Shows who cancelled the agreement, i.e. a staff member, if applicable. If the agreement was cancelled by the system, then this field will be blank.
Cancel Reason - Display the selected or system generated reason for an agreement's cancellation. For staff permission, cancellation reasons can be modified through Setup > Sales > Cancellation Reasons.
Age (days) - The age of the agreement in days. It uses days as "months" can refer to a period of 28, 30 or 31 days; strictly using days is more accurate and is based on the Agreed Date vs. Cancel Date.
Agreed Date - The date the agreement began (which does not necessarily have to be the date it was signed and paid for).
Agreement # - The ClubReady numeric identified of the specific agreement.
Description - The name of the sales package used for the agreement.
User ID - The ClubReady numeric identifier of the member whose agreement is being cancelled.
Client First - The First name of the customer
Client Last - The Last name of the customer
Membership Type - The member's membership type
Phone - The member's phone contact on file
Cell Phone - The member's mobile phone contact on file
Email - The member's email contact on file
Last Due Date - The due date of the last invoice in the agreement
$ Monthly Draft - Amount due monthly
$ Total Agreement - The value of the entire agreement
$ Total Paid - Amount paid to date
$ Total Refunded - How much has been refunded on the agreement
$ Net - total dollar amount per customer
Referred by - Name of the referring contact
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel. To page through to the next section, select the right arrow.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reports: Can access reports (must be enabled to see any reports)
- Reports: Can access sales: agreements log
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