6 Week Challenge Reporting

Things to know:

You can sort your results by Expiration Date, Pricing options, or Rep. The report results will include the client's name, pricing option details, the client's Personal Trainer and Sales Rep, and the client's phone number.

Locate and generate:

1. Go to the Reports tab and choose Clients from the tabs on the left.
2. Scroll down and click Pricing Option Expirations to open the report. You can always use the search bar at the top right to search for Sales by name.
3. Choose all your filters.
4. Click Generate to run the report.

Understanding the results:

Once you've selected your filters and generated the report, you'll see the expiring pricing options that fit your search criteria. Note: If you're not seeing the pricing options you selected, you may need to extend your date range to incorporate more expiration dates