Search results for reports

45 articles found

• Favorite Reports

  Any report in Gym Insight can be marked as a Favorite. Not only does this create a bookmark to quickly return to that specific report, but it also saves the options that you set for that report, and

• Get a List of Your Members

  Getting a full list of your members is very easy and it’s done using our report features or by accessing on the Advanced Search page. To learn how to use the Advanced Search, click here! There are

• View Billing Activity

  If you want to know what accounts were billed during a specific time frame you can easily see that information by running the Billing Activity report. First, go to your Home Menu and select

• View Total Check-ins

  In addition to being able to view individual member check-ins on the member’s account view, you can also view the total number of member visits (check-ins) for the month or even for an arbitrary date

• Account Notes

  Shows all account notes created in a specified date range. Click on your Home Menu and select “Reports”. Click on the “Account Reports” tab. Select Account Notes from the reports shown. The report

• Setting Up and Managing Taxes

  Our new tax system allows you to create and manage tax rates, assign them to items, and generate updated tax reports. This guide explains how to set up tax rates and apply them effectively. To start,

• Member Birthdays

  Member Birthdays Shows all members with birthdays within the specified date range. You can type "Member Birthdays" in the top search bar or navigate to the report. Click on your Home Menu and select

• Account Documents

  View accounts with or without signed agreements/documents Click on your Home Menu and select “Reports”. Click on the “Account Reports” tab Select Account Documents from the reports listed

• Account Notes By User

  Shows all account notes for the specified user and date range. Click on your Home Menu and select “Reports”. Click on the “Account Reports” tab. Select Account Notes By User from the reports shown.

• Guests

  Guests Shows all active guests for your location. Type Guests in the top search bar of Gym Insight and click on Report: Guests. Or you can click on Accounts from your side bar and click Guest List

• Using the Unsuccessful Transaction Feature

  What is the Unsuccessful Transaction feature in Gym Insight? The Unsuccessful Transaction feature in Gym Insight allows gym owners to track charges that have been charged back by members. This

• New Reports Screen

  We've made some changes to the Reports Screen! Let's take a look at those changes in this article. How to Access Reports Click your Home Menu and select Reports. This is what the new screen looks

• Quickly Update Member Dues & Auto-Renew Amounts

  Updating pricing for existing members doesn’t have to be a one-by-one process. The Membership Payment Amounts and Membership Auto-Renew Amounts reports are designed specifically to help you make bulk

• Export Report Data

  Whether you’re trying to export just a few pages of report data or a 100 page mega report, exports are quick and easy with Insight! Start by navigating to the report that you’d like to export. Click

• Money You Owe Report

  This report will show you a list of all members with credits on their accounts. Even if you think that no members have credits, it is a good practice to look at this report to make sure. Sometimes

• How to Get Signup Email Notices

  You can have daily financial reports and member signup reports sent directly to your email! First, click on your user menu at the bottom of the left tool bar. Select “your settings”. Click on

• Members

  Members Show all members and guests for your location. Type Members in your global search bar and click on Reports: Members, or you can Click on your Home Menu and select “Reports”. Click on the

• Add Ons

  Shows all members with current Addons and how many unused sessions remain for each package. Click on your Home Menu and select “Reports”. Click on the Account Reports tab. Select Addons Report from

• New Accounts

  New Accounts List all accounts that were entered during the specified date range Click on your Home Menu and select “Reports”. Click on the Account Reports tab. Select New Accounts from the reports

• Frozen Accounts

  Shows all accounts that are currently frozen. Click on your Home Menu and select “Reports”. Click on the Account Reports tab and select Frozen Accounts from the reports shown. Set the date range you

• Cancelled Accounts

  List all accounts that were cancelled during the specified date range. Click on your Home Menu and select “Reports” Click on the Account Reports tab. Select Cancelled Accounts from the reports shown.

• Collections Accounts

  Shows all accounts that have transitioned to the collections status. Click on your Home Menu and select “Reports”. Click on the Account Reports tab. Select Collections Accounts from the reports

• Accounts Without Scheduled Payments

  Show all accounts that do not have any scheduled payments associated with them. Click on your Home Menu and select “Reports”. Click on the Account Reports tab. Select Accounts Without Scheduled

• New Account Tags

  New Account Tags Show a breakdown of how new accounts have been tagged within the specified date range. Click on your Home Menu and select “Reports”. Click on the Account Reports tab and select New

• Cancelled Account Tags

  Show a breakdown of cancelled accounts with specific tags and view with in specified date range. Click on your Home Menu and select “Reports”. Click on the Account Reports tab. Select Cancelled

• Guest Creation

  Shows all guests that were entered over the specified date range. Or you can Click on Guest List in Accounts to see a full list of All Guests. Click on your Home Menu and select “Reports”. Click on

• Missing Member Pictures

  Missing Member Pictures Shows a list of all members who do not have a picture set. Type Missing Member Pictures in the top search bar and select that report. OR: Click on your Home Menu and select

• Get a List of Phone Numbers

  With Gym Insight it’s easy to get a comprehensive list of phone numbers: home phone, cell phone, and work phone. Oftentimes times this list is needed for a member calling campaign. We have a report

• Tracking Health Insurance Members

  Tracking your members using health insurance is easy in Gym Insight! First, you need to create a tag and tag the account. Click here to learn how to create a tag and tag an account. Once you have the

• Using Account Tags

  Tags are a very powerful feature that gives you the flexibility to segment your members into groups that make sense for your business. You can create a tag for anything that you’d like to keep track

• Tag Accounts

  Creating and tagging accounts is a powerful and flexible way for you to segment your members into categories that make sense for your business. To learn about the reports you can run using tags,

• Navigating Gym Insight

  Let's take a look at how to get around Gym Insight. Dashboard This is your dashboard. This is where you can see financial and sales information about your gym at a glance. Left Bar This is the left

• User Permissions - Understanding User Roles

  A User Role is the combination of permissions that a user has at a given location within your Gym Insight account. There are 8 standard user roles to choose from that are included in every Gym

• Decline Codes

  Each decline comes with a code to help you understand why the error is happening. These decline codes are universal, and can be found by simply entering the code into your preferred search engine. To

• Adding a User

  Did you hire a new employee? You need to add someone as a user to your account. Let’s take a look at how that’s done! First, click the home menu. Then, select “Users”. Click the green “New User”

• Deleting an Account

  Because deleting an account is potentially very destructive to your business, we limit the ability to delete accounts to users who have the MANAGER, GENERAL MANAGER or OWNER permission at the

• Easily Handle Chargeback or Delete a Transaction

  When a credit card transaction is charged back or when an ACH transaction has been returned, you can easily update the original transaction to reflect the fact that it was not successful. Marking the

• Delinquency Rates

  We define the delinquency rate as the number of your delinquent (past due) accounts divided by the total number of your recurring accounts (term and month-to-month) multiplied by 100. This gives you

• Steps to PCI Compliance

  For direct help with your ANNUAL PCI compliance questionnaire, call the PCI compliance help line: (833) 207-8338 Have your business information handy (EIN, Business name, phone) They can walk you

• Merging and Cloning Members

  Merging and cloning members are two different things. When you merge a member, you are merging one member account with another member account. For example, when a member has created a guest account

• View and Print Attendance

  With Gym Insight, you can see how many members reserved and attended a class. You also have the ability to print that report. Go to your class calendar and click on the class you want to view the

• How to Send a Group Message

  Just like sending a message to an individual member, you can also send a message to a group of members at one time. This article will walk you through sending a group message step-by-step. Group

• Location Performance - Attrition and Retention

  This article will describe how the Attrition and Retention values are calculated for the Location Performance report. Monthly statistics for the previous month are finalized on the first day of each

• Introduction to Messaging

  A New Way to Connect - Introduction to Messaging Capabilities Contacting your members efficiently can often prove to be challenging and time-consuming. Traditional methods such as emails and phone

• New Feature: Personal Training Appointments

  We are excited to introduce you to the new Personal Training Appointment making option! Here are some of the ways you can begin to implement this feature: To create a New Training Appointment click