Electronic Agreements

The Electronic Agreements item shows a list of new agreements for a selected time period for one or more clubs. You can configure and save the columns included in the display item, to best suit your business processes.

You also use the Electronic Agreements Item to launch the Daily Membership Sales Report.

When you use the Electronic Agreements, you also choose which date on the Agreement is used in compiling the data. Choose among the following dates:

  • Sign
  • Begin
  • First Due Date
  • Posted
  • Queue

The following image shows an example of Agreements, viewed by Sale Type, for a single club.

item-Electronic_Agreements.png

The following table shows the filters and settings available for the Electronic Agreements item.

Electronic Agreements Options

Sidebar menu Category

Members

Club Selection

Single Clubs

Multiple Clubs Aggregate

Timeframe

Yesterday

This week

Last week

Last 7 days

Month to date

Last month

Last month MTD

This month last year

This month last year MTD

Date used in timeframes

Begin

First Due Date

Posted

Queue

Sign

Views

Approval Status

Group

Member Type

Pay Frequency

Pay Mode

Payment Plan

Profit Center

Renewal Type

Sales Person

Sale Type (see sale type descriptions below)

Term in Months

Available Data Columns

Count

Down Payment

Enhancement Fee

Monthly Invoice Due

Remaining Balance

Sale Price

Combine Clubs

Yes (see the data from multiple clubs in aggregate)

No (compare the clubs to one another)

Combine Convert and New

This option is only available with the Sale Type view.

Yes (combines CONVERT-Billing and NEW-Billing into NEW-Billing; combines CONVERT-Cash and NEW-Cash into NEW-Cash)

No (lists CONVERT-Billing and CONVERT-Cash separately)

More Links

Agreements