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Knowledge Base |
Reports - Waiver Conversions
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This article will guide you through generating your Waiver Conversion report. The Waiver Conversions report looks at all leads that were added during a given date range. It then analyzes how many leads filled out a custom form (waiver type), how many new members there are for the date-range, and the conversion percentage.
Requirements - A Master Admin login or a staff type with the following permissions:
Navigate to Reports > Intelligence > Waiver Conversions and select the date range you want to analyze. Then click on Run Report.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Analyzing Data
Waiver Count - All leads added during this time frame with waivers (Includes Prospects and Members).
New Waiver Members - Leads added with a waiver during the report date range and then became a member during the report date range.
All New Members - All new members during the report date range including new members that were not added as leads during the report date range.
Conversion % All New Members / Waiver Count - This is the percentage from all new members by the waiver count during the selected date range.
The All Waiver Detail page in your excel file will display the following information:
Location Name - Name of the club location
Store - ClubReady ID# of the club
Client - First and last name of member including member ID
Date Added - Date that the lead was added into ClubReady
Member Since - Date that the lead became a member (if applicable)
Has Waiver - If the lead signed a waiver it will display as YES. if the lead did not sign a waiver it will display as NO
Is Member Has Waiver - If the lead became a member it will display as YES. if the lead did not become a member it will display as NO
Is Member - If the client is a member it will display YES. If it is not a member, it will display NO.
Added By - Staff member who added the lead
Division ID - ClubReady Division ID
Division Name - It will display the division name
District ID - ClubReady District ID
District Name - It will display the district name
Related Articles:
Create A Waiver Using Custom Forms
How To Add A Waiver / Club Form To A Presentation
Setup Waiver Requirement
Creating A Sales Presentation
How To Access A Presentation / Waiver From A Client Profile
Requirements - A Master Admin login or a staff type with the following permissions:
- Reporting - Can access reports
- Reporting - Can access waiver/form conversion report
Generating The Waiver Conversions Report
Navigate to Reports > Intelligence > Waiver Conversions and select the date range you want to analyze. Then click on Run Report.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Analyzing Data
New Waiver Members - Leads added with a waiver during the report date range and then became a member during the report date range.
All New Members - All new members during the report date range including new members that were not added as leads during the report date range.
Conversion % All New Members / Waiver Count - This is the percentage from all new members by the waiver count during the selected date range.
The All Waiver Detail page in your excel file will display the following information:
Location Name - Name of the club location
Store - ClubReady ID# of the club
Client - First and last name of member including member ID
Date Added - Date that the lead was added into ClubReady
Member Since - Date that the lead became a member (if applicable)
Has Waiver - If the lead signed a waiver it will display as YES. if the lead did not sign a waiver it will display as NO
Is Member Has Waiver - If the lead became a member it will display as YES. if the lead did not become a member it will display as NO
Is Member - If the client is a member it will display YES. If it is not a member, it will display NO.
Added By - Staff member who added the lead
Division ID - ClubReady Division ID
Division Name - It will display the division name
District ID - ClubReady District ID
District Name - It will display the district name
Related Articles:
Create A Waiver Using Custom Forms
How To Add A Waiver / Club Form To A Presentation
Setup Waiver Requirement
Creating A Sales Presentation
How To Access A Presentation / Waiver From A Client Profile
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