CRM Reports Access and Management Guide

This document provides an overview of generating and managing reports within the system. The process serves as a single source of truth for various data sets including prospects, members, and training data. It also covers how to manage access control and differentiate report functionalities across different organizational levels such as single club, multi-club, and corporate perspectives.

Step 1

Begin by exploring the capability of reports to act as a single source of truth for prospects, members, training data, and other relevant information.

Step 2

Examine the differentiation in reporting capabilities for single club, multi-club, multi-club owner perspectives, and corporate levels, focusing on their unique expectations.

Step 3

Understand the mechanisms for restricting or granting report access to staff based on specified access permissions. Additional functionalities related to access control will also be discussed.

Step 4

Navigate to the CRM sales pipeline starting point. If you have report access, the "Reports" section will be visible. Clicking on it will display a list of all available reports.

Step 5

Identify and mark frequently used reports as favorites for quick access. Review the opened reports to understand how they function for single club and multi-club scenarios, using the invoice detail report as an example.

Step 6

Extract and run reports for specific locations, such as Demoria KSS Center. You also have the option to run reports for multiple clubs.

Step 7

Leverage multi-club extraction support in reports, using the "Choose Center" option for filtering. Select multiple centers to extract the desired data, as demonstrated by the selection of three centers.

Step 8

Generate reports for selected centers, presenting a summary of service categories and revenue collection at the top, and detailed row-level data at the bottom.

Step 9

Deselect reports as needed, acknowledging that filters will reset. Rerun reports for different time frames as necessary.

Step 10

Select centers from a dropdown menu based on location or gym permissions.

Step 11

Access to report selection is determined by your permissions. Single center access restricts selection, while multi-club access enables viewing all relevant clubs.

Step 12

Explore additional reports, such as the Payment Run report, which provides insights into past and future recurring runs.

Step 13

Run the Payment Run report for specific periods, such as December, to view expected and scheduled payments, along with a detailed analysis of the current period's progress.

Step 14

Examine reasons for payment failures and select multiple centers as needed to tailor the report output.

Step 15

Review the Payment Report to access recorded payment lists and a summarized payment method breakdown.

Step 16

Modify center selection in reports and utilize custom filter creation for tailored reporting.

Step 17

Create and save filters to schedule automated report deliveries. This is particularly useful for daily reports, such as those detailing payment collections.

Step 18

Receive scheduled reports via email, and transition to managing access permissions.

Step 19

Access the permission templates screen to manage report access.

Step 20

Configure report access within Staff Permission templates. Enable or disable categories of reports for specific staff members as needed.

Step 21

Control report export capabilities, either granting or denying permissions to staff. Ensure that sensitive information is handled appropriately.

Step 22

Allow report exports while excluding personally identifiable information, ensuring compliance with privacy standards.

Step 23

Conclude by highlighting that report extractions can be performed without revealing personal contact information, maintaining the integrity and confidentiality of the data.

Updated on: 04/12/2025