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Knowledge Base |
Report - Draft Trends
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This article will guide you through generating the Draft Trend Report.
Requirements - A Master Admin login or a staff type that has the following permissions:
- Reporting: Can access reports (must be enabled to see any reports)
- Reporting: Can access sales: monthly draft trend
Accessing The Draft Trend Report
To access the report go to Reports > Sales > Draft Reports > Draft Trend. Choose if you want to filter to view All Draft, Memberships Draft or Non-Membership Draft. Select to view Chart Months by 3, 6, 12 or 1. Click Run Report.
Note: For membership clubs the draft is broken down into membership sales and draft for non-membership sales like personal training. For PT studio's there is no breakdown between membership and non-membership.
The trend chart shows the draft trend. Every day the draft for the next 30 days is logged and this makes up the data for the chart.
2. Change vs 1 week Ago shows the difference between the current planned draft for the next thirty days and the same figure from one week prior to the current day.
3. Change vs 1 Month Ago represents the difference between the current 30 day draft and the same figure from one month ago.
4. The bottom of the draft trend report has a graph which you can change the whether it shows All, Membership or Non-Membership and allows you to change the period from 12 month down to 1 month.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Related Articles:
Reports - Draft History Report
Reports - Draft: Compare Months
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