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Report - Contract Visits in Period

Updated

Introduction

This article will familiarize you with the Contract Visits in Period report which can be generated in PGM. Your specific Perfect Gym license will determine the reports available to you.

  • Contract Visits in Period report generates a list of club members who have vouchers with limited access to the club, including the limit that the client has, other entrances in a given month, and his last visit to the club. 
  • This article will be helpful to PG Champion, Administrator, Finance & Accounting, Sales Manager, Club Manager, Club Owner and Front Desk staff reporting day fiscal closures. 

In order for the contract to be included in this report, the appropriate setting must be added to the payment plan - Limit number of visits in a period.

Before you start 

Depending on your system permission, you may not be able to view some reports for security reasons. You can modify the visibility of these reports within System Permissions. Contact your PG Champion to modify the visibility and the system permissions for a given report. 

To access this report, add the following employee permissions to the suitable employee roles: Reports/Members/ContractVisitsInPeriod. Go to PGM -> Clubs -> Employees -> System Permissions.

Instruction 

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

2. Find the Contract Visits in Period report by either using the search filter or selecting the Access Control tab.

3. This will display the filters that can be used to generate the report:

  • Club - select which club/s this report will generate.
  • Choose the date From and To which you want to generate the Contract Visits in Period.

4. Press XLS to generate the report.

Report Extract

The system will generate the report with a detailed list of all contracts based on the filters used.

  • Column A - Club - name of a club the club member entered to.
  • Column B - User number
  • Column C - First name
  • Column D - Period start 
  • Column E - Payment plan - information about users payment plan.
  • Column F - Period name 
  • Column G - Visit count 
  • Column H - Visit limit 
  • Column I - Avg used visits 

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