Introduction
This article shows how to use Reports to generate a list of all Live Contracts. It will be especially useful when a club reopens after a break and would like to assess their members Contracts' statuses.
This article is recommended for the PGM system advanced users!
- This article will show you how to get the list off all Live Contracts.
- This article will be helpful to PG Champion, Administrator, Club Manager, Finance and Club Owner.
Instruction
How to generate list of Live Contracts?
This is where we will separate the upfront contracts from the direct debit contracts.
1. Go to the PGM -> Reports -> Members -> All Contracts and generate the report of all contracts.
2. Select these settings:
-
Club: In the drop-down list, select which club you want to use in the report.
- You can select All clubs.
- Since/Until: Select the date range, for this purpose select a really long date range (as a guide, use when you started using PerfectGym, and minus a couple of months prior).
- For: Select Created Date, this field is when the record was created on PerfectGym, hence the above setting guidelines.
- Contract Type: Select Contract.
- Status: Select Current, Frozen, Not Started.
If you want to see custom attributes in the report, make sure all custom attribute categories and rules have translations in the selected language.
3. Press XLS to continue.
Hints
If you want to perform Mass Contract Freeze operation, go to this article for more details.
If you want to perform Mass Contract Unfreeze, go to this article for more details.