Membership activation and purchase report

How to Navigate to the Report

How to Filter Report to view Membership Activation-Purchase Details

Select Activation Date or Purchase Date to filter by date accordingly.
Select Date from the Date from – date picker from which the details are to be viewed.
Select date from the Date to – date picker till which the details are to be viewed.
Select Membership Type and Membership from its drop-down.
Select Gender from its drop-down.
Select Client Rep Interested in, from its drop-down.
Select Bill Owner, from its drop-down
Select Enquiry type, from its drop-down.
Select Enquiry Source, from its drop-down.
Select Product Status, from its drop-down
Select Workout time, from its drop-down.
Select Location, from its drop-down
Select Personal interest, from its drop-down.
Select Organization, from its drop-down.
Select Session owner, from its drop-down.
Select Campaign Name, from its drop-down
Select Package Name, from its drop-down.
Select Photo (Yes/No), from its drop-down.
Select Bill Count (1/More than 1), from its drop-down.
Select Member Enrolled on PVM (Yes/No), from its drop-down.
Select the Centers for which the records are to be filtered.
Click on Search to view the report
Total Number of customer and Total Number of Records found will be displayed.

Membership Activation-Purchase Report – Details (Following details of the Membership Activation-Purchase will be mentioned in the report)

Customer ID
Number of Follow-ups
Contact Number
Name
Membership
Package
Campaign
Purchase Date
Activation Date
Expiry Date
Change CO (Click on it and change the client owner by selecting one from the drop-down)

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