This article is a directory to all of the available Sales and Intelligence reports articles. Click on the article title to access the full details of that article.

Requirements - Please refer to the requirements in each individual article. 


Intelligence Reports:

Data Visualizations
Sales Process
Class Conversions
Lead Conversions
Referral
Campaign ROI
Waiver Conversions
Form Detail
Member Attrition
Account Updater


Sales Reports:

Agreements Log (New Agreements)
Agreements Log( Cancelled) 
Agreements Log (Expiring)
Agreements Log (Review Queue)
Gross Sales Detail
Draft History
Draft Trend
Payment Types
Invoices Coming Due
Late Fees
Forecasted Invoices 
Invoice Changes
Past Dues
Declined Charges Log
Refunds/Returns
First EFT Past Due
Third Party Collections
POS Transaction Detail 
By Package Type
POS Action Logs
Lookup Invoice ID
Transactions
Lookup Transactions
Import Returns
EFT vs. PIF
Product Sales