Here is a summary of each report within the Prospect Reports section and all of the information contained within each report.
You can find your Prospect Reports by selecting Reports & then choosing the Prospect Reports you would like to view.
Prospects Entered
This report will generate a list of your choice of Prospects or Trail Members within a date range. This report can be exported to CSV, PDF, Word, or Excel. Information includes: RainMaker ID, Name, Email Address, and Status.
New Contacts Entered
This report generates a list of contacts that were entered between a chosen date range. Tags assigned are available as a filter. Sorting by Name, Age Group, Date Collected, and Status are options.
Listing of All Trial Members
This report will generate a list of all prospects on a trial membership. You can export to Excel. Information includes; Name, Age, Age Group, Address, Phone, Email, Last Class, Expires, Number of Payments Remaining, and Payment. Bulk Actions include; Assign a Tag, Assign a Flow Tag, Delete Selected Members, Make a Former Member, Assign an Age Group, Assign a Class Roster, Assign a Style, and Assign to Another Location.
Trial Tracker
This report generates a list of all prospects on a trial membership. You can export to CSV, PDF, Word, or Excel. Information includes: RainMaker ID, Photo, Name, Age, Email, Phone, Class Credits Remaining, Parent Name, Trial Start Date, Trial Expiration, Date First Attended, Date Last Attended, Current Week, Number of Classes Attended, and Upcoming Classes.