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Report - New Contracts

Updated

Introduction

This report allows you to generate a list of the new members for your centre within a date range.  It includes contact information and the type of membership contract. It is possible to generate a report by selected criteria, ie. sign date/membership start date, access rule set, type of registration.

Before you start 

To access this report, please add the following employee permissions to the suitable employee roles in PGM -> Clubs -> Employee permissions.

  • Reports
    • Members
      • New Contracts

Feature description

To access the report, go to PGM -> Reports -> All.

Reports

Either using the search filter, type in New Contract , or select the Members tab and find the report.

In the report filters, the below filters are present

  • Country - Select which country the contracts belong to, this drop down menu will only list the countries which are set on the system.
  • Since / Until - Select the date range the report will filter.
  • Club - Select which club/s this report will generate. If left blank this will select all clubs your employee profile has access to.
  • For - Using the date range, this will search for a contract with one of the following fields
    • Contract sign date
    • Contract start date
  • Contract Source - Application of the contract creation source
    • Internet - Any contracts created using the Client Portal (Not reception tablet mode or kiosk mode) or via a mobile app or API
    • Reception - Any contracts created using PGM or POSWeb
    • Self Service - Any contracts created using Reception Tablet mode or Kiosk mode of the client portal
    • Other - Any other location not listed here
  • Contract type - Type of contract to search for
    • Contract - Only main contracts will be listed here
    • Add on - Only additional contracts/payment plans will be listed here. Note: fields such as renewal, and upgrades will not display any values here as they are only calculating main contracts
    • All - All contracts regardless of type
  • Payment plan type - Select individual payment plan types to search for.
  • Include free plans - By default, any plans which are set as a membership fee of $0.00 will not be added to this report. Ticking this will display these contracts in the report.

Press XLS to generate the report.

Report Extract

The report will open a single tab with a detailed list of all contracts based on the filters used.

Detailed Report

  • Country Name - Name of the country the contract/user is in.
  • Status - Status of the contract.
    • New - Club member never had a main contract set in the past, the member was created on the same day as the contract.
    • Renewed - Club member had a main contract end within a threshold period (default is 0 from the contract start date from the last contract to the new contract). This figure can be changed to an amount in days or months, please contact support using the GetSupport module for more information.
    • Reactivated - Club member had a main contract end outside of the threshold period (default is 0 from the contract start date from the last contract to the new contract). This figure can be changed to an amount in days or months, please contact support using the GetSupport module for more information.
    • Converted - Club member never had a main contract in the past, however, the member was already created as a Guest/CRM lead more than a day before the contract creation date.
  • Club - Name of the home club of the club member.
  • User number - Usernumber of the club member.
  • Name - First name of the club member.
  • Last name - Last name of the club member.
  • Email - Email of the club member.
  • Personal ID - Personal ID of the club member.
  • Age - Age of the club member.
  • Gender - Gender of the club member.
  • Contract type - Contract type of the contract.
  • Access rules - Access rules currently set on the contract.
  • Payment plan type - Payment plan type of the contract.
  • Payment Plan Name - Payment plan name of the contract.
  • Payment interval - Payment interval of the contract.
  • Min contract time - Minimum commitment period for the contract. 
    This will display the minimum commitment period set on the contract, this value could be manually changed per contract and will not show here.
  • Previous contract - Name of the last contract the club member had.
  • Company name - Company name attached to the club member.
  • Membership fee - Membership fee of the contract per payment interval (Gross amount, including tax).
  • Actual memb. fee - Membership fee of the contract calculated per month (Gross amount, including tax).
  • Actual memb. fee net - Membership fee of the contract calculated per month (Net amount, excluding tax).
  • Agreement value - Agreement value of the contract. This is based on the total amount of payment intervals of membership fee alone + joining fee + admin fee (Gross amount, including tax).
  • Agreement value net - Agreement value of the contract. This is based on the total amount of payment intervals of membership fee alone + joining fee + admin fee (Net amount, excluding tax).
  • Created date - Creation date of the contract.
  • Join date - Sign up date of the contract.
  • Start date - Start date of the contract.
  • Days between - Days between the previous contract and the new contract. 
    If the previous contract was free, this will be ignored and will find a previous contract with a membership fee attached.
  • Membership Status - Status of the contract.
    • Live - Membership is current.
    • Cancelled transfer - Membership is ended, and the member had a home club transfer within the contract.
    • 10DMB - 10 Days Money back - This status refers to the contract being cancelled within X days of the contract sign up date. This value can be changed, please contact support using the GetSupport module to enquire about how to get this value changed.
    • Not started - Contract start date is greater than today's date.
    • Freeze - Contract is currently frozen.
    • Cancelled - Contract end date is in the past.
  • Financial status - Financial status of the club member (not contract).
    • Ok - Club member balance is $0.00.
    • Credit - Club member balance is greater than $0.00.
    • Debit - Club member balance is less than $0.00.
  • Intervals in debt - How many payment intervals the contract is in debt.
  • Paid - Sum of payments on the member's contract that has been paid for. This includes manual transactions/non fiscal payments.
  • Owed - Sum of all charges on the contract.
  • Balance - Balance of the club member. This is calculated by the value of the current contract (Paid - Owed) + all POS Transactions (Paid - Owed).
  • Mobile number - Mobile number of the club member.
  • Date of first payment - The first payment date of the contract
  • Consultant employee - The name of the employee associated with the contract.
  • Consultant PersonalId - Personal id of the consultant associated with the contract.
  • Employment Type - Employment Type of the consultant.
  • Payment method - Payment method of the contract.
  • Source - Contract creation source.
    • MembershipPortal- This is any contracts created using the Client Portal (Not reception tablet mode or kiosk mode) or via a mobile app or API.
    • PosWeb - This is any contracts created using POSWeb.
    • JatomiTablet- This is any contracts created using Reception Tablet mode or Kiosk mode of client portal.
    • Web - This is any contracts created using PGM.
    • API - This is any contracts created using API call/function
    • PGGO - This is any contracts created on the PG Go App / White label app
  • Online payment - If the first payment was made online using a payment gate or stored credit card at the time of contract creation.  
  • Contract discount - This will give a list (comma separated) of all contract discounts added to the contract.
  • AddOns - This will give a list (comma separated) of all contract extras (membership add ons) connected to the contract.
  • Marketing Action Code - This will give a list (comma separated) of the marketing action code set against the user profile.
  • Marketing Action - This will give a list (comma separated) of the marketing action name set against the user profile.
  • Upgrade - This is a status depending on the previous contract or future contract.
    • Upgrade - Refers to a member having a previous contract. This new contract acts as an upgrade.
    • Upgraded- Refers to a member having a future contract. This contract acts as if it got upgraded.
      Note: this has no relation to pricing differences between contracts.
  • Cession from  - This will identify if their contract was transferred from another club member. The value here is the user number of that club member.
  • Cession to - This will identify if their contract was transferred to another club member. The value here is the user number of that club member.
  • Contract created date - Contract created date.
  • Automatically renewed - This will determine if the contract was automatically renewed from a previous contract.
  • Start packages - This will list any starter packages that is connected to the contract.
  • Tags - This will list any tags set against the club member.
  • Consultant created time - Creation date and time of the consultant.
  • Consultant position - Employee position of the consultant.
  • Starting PT - This will list any Personal Training products connected to the contract.  
  • Save in the club - Save in the club of the club member.
  • Credit card type - Card type of the payment source connected to the contract.
  • City - City of club member.
  • Post code - Post code of the club member.
  • Street - Street address of the club member.
  • Is paid by different person - If the contract is paid by a different club member, it will display their value here.
  • Contract form - Link to a contract form (if manual generation of contract is used).
  • Payment form - Link to a credit card or direct debit form (if manual generation of contract is used).
  • End date - End date of the contract.
  • HasPhoto - If the club member has a photo saved on the system.

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