Overview

• This KB will advise how to run the Guest Visits report to show how many times a guest has visited the club within a time period. Can be used as a potential recruiting tool for prospective members.

Required Permissions

• Interactive Reports

Accessing the Tool

Interactive Reports gives you the ability to filter, sort, and group the data using criteria. The available criteria are specific to the information the report contains. The report functions give you the ability to customize date settings, save criteria settings, delete saved reports, and schedule an email delivery. In this section you will learn how to use the criteria and report functionality.

1. Click on the Interactive Reports Icon from the left menu bar. 

2. On the Report Overview page, there is a list of reporting categories to choose from, or the User can search for a topic in the top search bar. It is best to keep the topic as broad as possible. If the club wants to see POS sales search for sale.

Guest List

Provides a list of all guest visits within a set time range with the ability to filter by Guest Type and a minimum to maximum visit range. The report includes date of last visit as well as number of visits. This data pulls from the POS whenever a guest is added to a ticket. 

To run the Guest List select the report from the Guest Dropdown,

1. Enter the Date Range you wish to report on.

2. Select the Min and Max Visits. (Defaults to 0-1000 no real need to change).

3. Choose the Guest Types you want to see on the report.

4. Select View Report.

In this example we ran the report from 7/18-7/25 for all guest types. The columns we see are the Guest Name, Gender, Email, Phone number, Last Visit, and # of Visits.

Best Practices

FAQs