 |
Knowledge Base |
Report - Agreements Log ( Expiring )
|
This article is an overview of the Agreements Log - Expiring tab.
This report allows you view the agreements expiring 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 > Expiring. Select the date range, apply filters if desired and Run Report.
Note:
- Included evergreen agreements will show on this report. They will show for the date that their initial term expires.
- It is recommended that for practical use, users select the Exclude Agreements That Are In Evergreen option. While these agreements technically do expire every month, they also automatically renew, too. Running this report and including agreements that are in Evergreen may be appropriate in some cases, but for marketing purposes intended to target members who are truly not renewing and will expire, ClubReady recommends excluding those agreements in this tab of the Agreements Log 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 will list the different locations within the organization.
Expiring - Will show the date the agreement will expire and become inactive.
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. the 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 identifier of the specific agreement.
Description - The name of the sales package used for the agreement.
Paid In Full - Will say Yes or No if all of the agreements invoices generated at the time of write-up were also paid at the time of write-up this does not necessarily have to be a PIF agreement (i.e. a member purchasing a 3-month agreement and deciding to pay all 3 months plus any applicable fees in advance would count as paid-in-full in this column).
Evergreen - Will say Yes or No if the agreement is in auto-renewal, or Evergreen, status and has passed the original term length of the agreement.
Evergreen Invoice Date - The date of the first Evergreen invoice associated with this agreement (not necessarily the first Evergreen invoice for the member as members may have several agreements).
Sales Person - Who in the facility sold the agreement.
User ID - The ClubReady numeric identifier of the member whose agreement is expiring.
Client First - The First name of the customer
Client Last - The Last name of the customer
Membership Type - The associated Membership Type with the expiring agreement, which can be found in the sales package setup itself in Setup > Sales > Sales Packages > (select sales package) > Membership Type, and Membership Types can be found in Setup > Members > Membership Types.
Member Expires - The date that the agreement expires. When considering this column, please also consider that if there is also an associated Evergreen date in the same row (which will ordinarily show as the same date), then this agreement will NOT expire and move into inactive status; it is rolling into its auto-renew cycle.
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
$ Total Agreement - The total revenue generated by the agreement through the end date for which the report was ran.
$ Paid Upfront - The amount of money paid down on the agreement at the time of write-up this amount will include any fees included in down payments.
$ EFT Paid To Date - The amount of money paid on the agreement via EFT draft (including amounts that were scheduled to be drafted but paid manually at the POS or drafted in a sweep).
$ EFT Remaining - The current value of the remaining, already populated invoices associated with the expiring agreement.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Related Articles:
Reports: Agreement Log (New Agreements)
Reports: Agreements Log (Cancelled)
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 (Expiring Agreements)
To generate this report, go to Reports > Sales > Agreements Log > Expiring. Select the date range, apply filters if desired and Run Report.
Note:
- Included evergreen agreements will show on this report. They will show for the date that their initial term expires.
- It is recommended that for practical use, users select the Exclude Agreements That Are In Evergreen option. While these agreements technically do expire every month, they also automatically renew, too. Running this report and including agreements that are in Evergreen may be appropriate in some cases, but for marketing purposes intended to target members who are truly not renewing and will expire, ClubReady recommends excluding those agreements in this tab of the Agreements Log 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 will list the different locations within the organization.
Expiring - Will show the date the agreement will expire and become inactive.
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. the 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 identifier of the specific agreement.
Description - The name of the sales package used for the agreement.
Paid In Full - Will say Yes or No if all of the agreements invoices generated at the time of write-up were also paid at the time of write-up this does not necessarily have to be a PIF agreement (i.e. a member purchasing a 3-month agreement and deciding to pay all 3 months plus any applicable fees in advance would count as paid-in-full in this column).
Evergreen - Will say Yes or No if the agreement is in auto-renewal, or Evergreen, status and has passed the original term length of the agreement.
Evergreen Invoice Date - The date of the first Evergreen invoice associated with this agreement (not necessarily the first Evergreen invoice for the member as members may have several agreements).
Sales Person - Who in the facility sold the agreement.
User ID - The ClubReady numeric identifier of the member whose agreement is expiring.
Client First - The First name of the customer
Client Last - The Last name of the customer
Membership Type - The associated Membership Type with the expiring agreement, which can be found in the sales package setup itself in Setup > Sales > Sales Packages > (select sales package) > Membership Type, and Membership Types can be found in Setup > Members > Membership Types.
Member Expires - The date that the agreement expires. When considering this column, please also consider that if there is also an associated Evergreen date in the same row (which will ordinarily show as the same date), then this agreement will NOT expire and move into inactive status; it is rolling into its auto-renew cycle.
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
$ Total Agreement - The total revenue generated by the agreement through the end date for which the report was ran.
$ Paid Upfront - The amount of money paid down on the agreement at the time of write-up this amount will include any fees included in down payments.
$ EFT Paid To Date - The amount of money paid on the agreement via EFT draft (including amounts that were scheduled to be drafted but paid manually at the POS or drafted in a sweep).
$ EFT Remaining - The current value of the remaining, already populated invoices associated with the expiring agreement.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Related Articles:
Reports: Agreement Log (New Agreements)
Reports: Agreements Log (Cancelled)
Reports: Agreement Log (Review Queue)
    |