Agreements Subcategory

The Agreements subcategory shows information on member agreements, including membership type, payment frequency, pay mode, and the source of the entered agreements. Data in this report can be validated with the Agreements Dashboard metric.

Some report columns are derived from UDFs (user-defined fields) in DataTrak. Because UDFs are defined at the club level, those columns are omitted from this documentation.

Column Name	Column Description
Agreement #	The member's agreement number.
Agreement Payment Plan	The name of the payment plan associated with the agreement.
Agreement Source	How the agreement information was entered (DataTrak EAE, ABC Data Entered, DataTrak Fast Add, Import, Web, Global Fit).
Agreement Type	The type of agreement (New Agreement, Renewal, or Rewrite).
Agreement Value	The dollar sum of the agreements in this category.
Agt Down Payment	The agreement down payment amount, as displayed in the Down Payment section of the Agreement tab on the member page.
Begin Date	The agreement begin date, as listed in the Dates section on the Agreement tab of the member page (The date the agreement was put into effect).
Begin Date/Time	The date and time the agreement was put into effect.
Begin Time	The time the agreement was put into effect.
Club Assessed Fees	The total amount for club assessed fees for this agreement, as listed on the Fees tab of the agreement.
Club Nbr	The number of the club with which the agreement was created.
Combined Sale Type	The type of sale for this agreement. This column is similar to the Sale Type column, though this column combines Fast Add and EAE agreements. For example, an agreement in the Sale Type column as Fast Add to Post-billing will appear in the Combined Sale Type column as New (combined)-billing.
Entry Date	The date the agreement was entered, as listed on the Agreement tab of the member page.
Entry Date/Time	The date and time the agreement was entered, as listed on the Agreement tab of the member page.
Entry Time	The time the agreement was entered, as listed on the Agreement tab of the member page.
First Due Date	The due date of the first invoice for this agreement, as listed in the Dates section of the Agreement tab on the member page.
First Due Date/Time	The due date and time of the first invoice for this agreement, as listed in the Dates section of the Agreement tab on the member page.
First Due Time	The due time of the first invoice for this agreement, as listed in the Dates section of the Agreement tab on the member page.
Invoice Amount	The invoice amount, as listed on the Invoices tab of the member page.
Location	Where the agreement was entered (EAE, ABC Data Entered, Home, etc).
Member	The name of the member associated with the agreement in this format: Last name, First name.
Member Group	The name of the group to which the member belongs, as entered on the Edit Group page.
Membership Type	The membership type associated with this group, as it appears in the Personal section of the Personal tab on the member page.
Payment Frequency	The frequency that the member is billed, as listed in the ABC Membership section on the Billing tab of the member page.
Payment Method	The payment method used by the member for this agreement.
Queue	The name of the queue in which the agreement has been placed.
Queue Club Nbr	The number of the club that moved the agreement to its current queue.
Queue Date	The date the agreement was moved to its current queue.
Queue Date/Time	The date and time the agreement was moved to its current queue.
Queue Time	The time the agreement was moved to its current queue.
Remaining Balance	The remaining invoice balance owed by the member for this agreement.
Renewal Type	The type of agreement renewal, as listed in the Renewal section on the Agreement tab of the member page.
Sale Type	This type of sale for this agreement (None-cash, None-billing, Rewrite-cash, Renew-billing, etc).
Sales Person	The name of the sales person associated with this transaction.
Sign Date	The date the member's agreement was created, as listed in the Status section of the Agreement tab on the member page.
Sign Date/Time	The date and time the member's agreement was created.
Sign Time	The time the member's agreement was created.
Source Location	The agreement source and location of the agreement entry. This column combines the data from the Agreement Source column and the Location column.
Term in Months	The length of the agreement term in months and days in this format: Number of months/number of days. For example, an agreement term that will end in a year and three days will display: 12/3. Open agreements will display "Open."