Scheduled Activity Report

Members > Scheduled Activities > Scheduled Activity Report

This system default report contains the following columns in this order:

Column Name	Column Description
Club Name	The name of the associated club as it is listed in the Club Name field on the General tab of the Edit Club page.
Activity Type	The type of activity, as listed on the Manage Activities page: Call Back, Tour, etc.
Lead Priority	The lead priority level of a prospect: Lost, Cold, Medium, or Hot.
Primary Phone	The member's primary phone number, as listed in the Demographics section on the Personal tab of the member page.
Work Phone	The member's work phone number, as listed in the Demographics section on the Personal tab of the member page.
Member Name (last, first)	The member's name with last name first.
Barcode	The member's barcode.
Campaign	The campaign by which the member was acquired, as listed in the Miscellaneous section of the Agreement tab on the member page.
Scheduled Date	The date on which the activity is scheduled, as entered on the Edit Activity page.
Completed Date	The date on which the activity was completed, as entered on the Edit Activity page.
Issue Date	The date the member was created, as listed in the Status section on the Agreement tab of the member page.
Expire Date	The expiration date of the agreement, as listed in the Member Details section of the Member Summary page.
Sales Person (last, first)	The name of the sales person associated with the transaction with last name first.
Join Status	Indicates whether the listed transaction belongs to a Member or a Prospect.

 

Report Type	Sorted by	Set Filters	Runtime Filters
Detail	Club Name Activity Type Member Name	none	Club Nbr = in list Campaign = in list Scheduled Date = in range Join Status = in list Lead Priority = in list