New Agreements by Source

The New Agreements by Source item shows a list of agreement sources, and the portion of all new agreements for each source. You can optionally show the Location (EAE, Fast Add, etc) for the sources as well.

You can also determine whether the item uses EAE, with the Use Electronic Agreement setting.

  • All: Includes all agreements, whether from EAE or not.
  • Yes: Includes only EAE agreements.
  • No: Includes only agreements not from EAE.

The following image shows examples of the New Agreements by Source item displaying as a pie chart and as a table.

item-New_Agreements_by_Source.png

The following table shows the views and filters available for the New Agreements by Source item.

New Agreements by Source Options

Sidebar menu Category

Members

Club Selection

Multiple

Timeframes

Today

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

Display location

Yes

No

Displays

Table

Pie

Use Electronic Agreement

All

Yes

No

More links

Agreements