Summary report
The summary report summarizes all the information regarding memberships purchased, memberships canceled, collections, and used session details.
Hover on Reports Tab and Click on ‘Summary’ Report.
How to Check the Summary Report
Click on reports
Open the summary report
Refine your search by filling the various filters appearing on the balance report page such as:
The date (From Date - To Date) range to view the summary of the memberships
Refine your search based on the client representative who has registered the memberships or is the one point contact for a member, in case you want to view clients belonging only to a particular client rep and click on 'Search' and get the details as seen in the image below
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