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Knowledge Base |
Report - Agreements Log ( New Agreements )
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This article is an overview of the Agreements Log. This report allows you view the agreements written during a selected date range.
Requirements - A Master Admin login or a staff type with the following permissions:
To generate this report go to Reports > Sales > Agreements Log. Select the date range, apply filters if desired, and Run Report.
The online report will contain the following information:
Date - The date the agreement listed was written.
Customer - Who purchased the agreement.
Membership Expires - Subject to whether the agreement is a Membership Package, will show the date in the future the agreement is set to expire and either end or begin monthly Auto-Renew (Evergreen).
Description - The name of the package purchased with applicable description. defined in the sales package setup in Setup > Sales > Sales Packages > select package > Package Name.
Sales Person - Who is assigned credit for this sale and is defined by the new agreement settings in Setup > Sales > Sales Settings > New Agreements > Writing Agreement Settings > Force Staff Selection for New Agreements (Yes/No).
Invoice - The total value of all pre-populated, non-evergreen invoices that were included in the agreement write up.
Gross Down - The amount of money exchanged when he agreement was finalized.
Cash/Check - The amount of the Gross Down that was paid in cash or check as these payment methods are not subject to CC transaction fees.
New EFT - The singular amount of recurring invoices within the agreement, if applicable. This does not reflect an additional amount of money paid down on the agreement.
Payments Remaining - The remainder of the total invoice value of the agreement, i.e. Invoice minus Gross Down.
Pay Pref - Shows whether a credit card or bank ACH was stored as the payment method on file during the write up process. If this column is blank, no payment preference was selected at the time of the agreement finalization. This column will also be blank if payment for the agreement is transferred to the POS instead of defining payment method on Step 2 of the agreement write up.
# Previous Agreements - Will show if the person purchasing the given agreement has purchased previous agreements within the facility. This information can help determine who in this is either a new member to the facility or perhaps a long-standing member that continues to purchase premium services agreements, etc.
Commission Status - Reflects, initially, the default commission status set within Setup > Sales > Sales Settings > New Agreements > Default Commission Status, and it can be changed if the Review Queue, found in the same area, is enabled. In the Review Queue, clubs may audit their agreements sold and manually determine commissionable status.
Average New EFT - Average EFT month to month.
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.
Related Articles:
Reports: Agreement Log (Cancelled)
Reports: Agreements Log (Expiring)
Reports: Agreement Log (Review Queue)
Requirements - A Master Admin login or a staff type with the following permissions:
- Reports: Can access reports (must be enabled to see any reports)
- Reports: Can access sales: agreements log
Accessing And Generating Your Agreements Log Report (new Agreements)
To generate this report go to Reports > Sales > Agreements Log. Select the date range, apply filters if desired, and Run Report.
The online report will contain the following information:
Date - The date the agreement listed was written.
Customer - Who purchased the agreement.
Membership Expires - Subject to whether the agreement is a Membership Package, will show the date in the future the agreement is set to expire and either end or begin monthly Auto-Renew (Evergreen).
Description - The name of the package purchased with applicable description. defined in the sales package setup in Setup > Sales > Sales Packages > select package > Package Name.
Sales Person - Who is assigned credit for this sale and is defined by the new agreement settings in Setup > Sales > Sales Settings > New Agreements > Writing Agreement Settings > Force Staff Selection for New Agreements (Yes/No).
Invoice - The total value of all pre-populated, non-evergreen invoices that were included in the agreement write up.
Gross Down - The amount of money exchanged when he agreement was finalized.
Cash/Check - The amount of the Gross Down that was paid in cash or check as these payment methods are not subject to CC transaction fees.
New EFT - The singular amount of recurring invoices within the agreement, if applicable. This does not reflect an additional amount of money paid down on the agreement.
Payments Remaining - The remainder of the total invoice value of the agreement, i.e. Invoice minus Gross Down.
Pay Pref - Shows whether a credit card or bank ACH was stored as the payment method on file during the write up process. If this column is blank, no payment preference was selected at the time of the agreement finalization. This column will also be blank if payment for the agreement is transferred to the POS instead of defining payment method on Step 2 of the agreement write up.
# Previous Agreements - Will show if the person purchasing the given agreement has purchased previous agreements within the facility. This information can help determine who in this is either a new member to the facility or perhaps a long-standing member that continues to purchase premium services agreements, etc.
Commission Status - Reflects, initially, the default commission status set within Setup > Sales > Sales Settings > New Agreements > Default Commission Status, and it can be changed if the Review Queue, found in the same area, is enabled. In the Review Queue, clubs may audit their agreements sold and manually determine commissionable status.
Average New EFT - Average EFT month to month.
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.
Related Articles:
Reports: Agreement Log (Cancelled)
Reports: Agreements Log (Expiring)
Reports: Agreement Log (Review Queue)
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