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