This article will guide you through accessing and understanding the Class Count Milestones 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. Access Your Report
Navigate to Reports > Credits/Bookings > Class Count Milestones.
When running this report, you will have the following filtering options: Include Prospects, Include Inactive, include Active Customers, Total Classes > =, Total Classes < =, User ID (optional) and the option for Excel Export Only.
Once your filters are set, click Run Report.
2. Understanding Your Report
Once generated, the online report will populate displaying the following information: User ID, First Name, Last Name, Total Classes and Milestone. The Milestone column will populate with a star, giving a visual of how close the client is to reaching the Milestone.
NOTE: You also do have the ability customize what milestones you wish to use for this report. To set the parameters on what the Class Count Milestones go to Setup > General > Club Targets > Custom Score Milestones.
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: Company Specific Reports