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Contacts Reports

This is a summary of the information contained in each report within the section Contacts on the Reports page.

Maddison Black avatar
Written by Maddison Black
Updated over 4 years ago

Here is a summary of each report within the Member Reports section and all of the information contained within each report.

You can find your Member Reports by selecting Reports & then choosing the Member Report you would like to view. 

Listing of All Members

This report contains all members. Information includes: Name, Age, Age Group, Address, Phone, Email, Last Class, Expires, Payments Remaining, and Payment. You can export this file report to Excel. Bulk Actions include; Assign a Tag, Assign a Flow Tag, Delete Selected Contacts, Make Former Members, Assign Age Group, Assign Class Roster, Assign a Style, Assign to Another Location. 

Listing of All Prospects

This report contains all prospects, including trail members. Information includes: Name, Age, Age Group, Address, Phone, Email, Last Class, Expires, Payments Remaining, and Payment. You can export this file report to Excel. Bulk Actions include; Assign a Tag, Assign a Flow Tag, Delete Selected Contacts, Make Former Members, Assign Age Group, Assign Class Roster, Assign a Style, Assign to Another Location.

Listing of All Trial Members

This report contains all trial members. Information includes: Name, Age, Age Group, Address, Phone, Email, Last Class, Expires, Payments Remaining, and Payment. You can export this file report to Excel. Bulk Actions include; Assign a Tag, Assign a Flow Tag, Delete Selected Contacts, Make Former Members, Assign Age Group, Assign Class Roster, Assign a Style, Assign to Another Location.

Listing of All Inactive

This report contains all members who quit that are listed as Inactive. An inactive member is still being charged for the program, after they have decided to quit. Information includes: Name, Age, Age Group, Address, Phone, Email, Last Class, Expires, Payments Remaining, and Payment. You can export this file report to Excel. Bulk Actions include; Assign a Tag, Assign a Flow Tag, Delete Selected Contacts, Make Former Members, Assign Age Group, Assign Class Roster, Assign a Style, Assign to Another Location.

Listing of All Former Members

This report contains all former members. Information includes: Name, Age, Age Group, Address, Phone, Email, Last Class, Expires, Payments Remaining, and Payment. You can export this file report to Excel. Bulk Actions include; Assign a Tag, Assign a Flow Tag, Delete Selected Contacts, Make Former Members, Assign Age Group, Assign Class Roster, Assign a Style, Assign to Another Location.

Listing of All by Age Group (Age Groups 1-4)

These reports contain all members listed in different age groups. Information includes: Name, Age, Age Group, Address, Phone, Email, Last Class, Expires, Payments Remaining, and Payment. You can export this file report to Excel. Bulk Actions include; Assign a Tag, Assign a Flow Tag, Delete Selected Contacts, Make Former Members, Assign Age Group, Assign Class Roster, Assign a Style, Assign to Another Location.

New Contacts Entered

This report generates a list of Prospects, Members, Former Members, POS Customers, and Inactive members. You can sort by Tags and a Date Range. The report gives you a breakdown of numbers by Contact Type and Age Group. You can sort by Name, Age Group, Date Collected, and Status. Information includes: Name, Date Collected, Age, Age Group, Status, Address, Phone, Email, Tags.

Find and Delete Duplicate Contacts

This report allows you to search duplicate contacts. You can search by same email address and similar names and select to view all members or only prospects. This report can be exported to Excel, PDF, CSV or Word. Information includes: RainMaker ID, Contact Type, Name, Expiration, Email, and Address. Bulk action includes Delete Selected Contacts. 

Lists of Contacts by Tags

This report generates a list of Regular Tags and Flow Tags. Clicking on the tag name will show a list of members in the Flow. Regular Tags can be both edited and deleted. Flow Tags can be deleted. Regular Tags and Flow Tags can be added here. 

Current Members by Program

This report generates a list of current students by programs enrolled. This report can be exported to Excel. Information includes: Name, Age, Address, Phone, Email, Last Class Attended, Expiration Date, Payments Remaining, Payment, and Credit Remaining. Gives a total number of students in program. 

Active Members

This report generates a list of members with the option of filtering Contact Type, Tags, Ranking Systems, Program, Age Groups, and Last Attended Date Range. 

Members Who Quit

This report allows you to view a list of members who quit from a selected date range. 

Total Number of Members Who Quit

This report generates the numbers of members that quit by a date range. These numbers are sorted by Rank, Program, and Age Group. 

Contract Program Overview

This report allows you to pull a listing of either Trials, Prospects, Members and Trials, Members, Former Students, and Prospects. From the list you will see the following information: Contact Type, Member’s Name, Address, DOB, Age, Email, Phone Number, Program, Rank, Belt Size, Last Test Date, Last Class Attended, Class Credits Remaining, Current Program Start Date, Current Program Expiration, Billing Company, Payment Method, Total Contract Amount, Down Payment, Total Financed, Number of Installments, First Payment Due Date, Payments Remaining, Next Payment Due Date, Payment Frequency, Tuition Amount, Bank Name, Routing Number, Account Number, Type of Account on File, Day of Payments, and Custom Fields. This report can be downloaded to a CSV. 

Map Your Members

This report allows you to select a contact type & view their home address on a map. 

Birthdays

This report allows you view birthdays based on contact type and birth month. Formats for copying and pasting are available for a newsletter, as well as exporting to Excel. 

Wedding Anniversaries 

This report allows you to view member’s Parent’s Wedding Anniversaries by month. 

Email: Contacts who have Unsubscribed

This report shows a list of Active Students, Inactive Students, and Former Members that have been placed on the Do Not Send List and Unsubscribed List. You may view your Email Activity Log here. The option to remove from either list is available. 

Email: Contacts on the Do Not Send List

This report shows a list of Active Students, Inactive Students, and Former Members that have been placed on the Do Not Send List and Unsubscribed List. You may view your Email Activity Log here. The option to remove from either list is available. 

Association Memberships Expires

This report allows you to select a date range to view association memberships. You can export this report to Excel, PDF, CSV, or Word. Information included is: ID, Name, Expiration, Association ID, and Email Address. 

Referrals

This report allows you to view what members made referrals in a time range. Information includes: New Member, Type, Date, Who Referred. You can export this file to Excel.

Active Count Over Time

This report counts members who have an attendance record during the month reported. They may have had multiple attendance records, or just one. This report is calculated by attendance records only.

Contacts Breakdown by Postal Code 

This report lists all Zip Codes listed within your school & gives you a total count of how many members have this zip code. 

Appointments Set by Staff Member Count

This report gives the number of appointments made by staff members based on a selected date range.

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