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Session Liability Report

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The Session Liability report pulls data related to the sessions that have been purchased and used by your members along with the total value of the sessions. This report should be used to calculate the total value you are receiving from your members in terms of selling PT/class sessions, as well as how many purchased sessions are actually being spent by members. To use this report:

  1. Choose the Member Type and Member Status to pull data for
  2. Click Submit. All entries will display in the list. 
  3. Optional: Use the Filter Data tab to filter to a specific member using the member's name, account number, or phone number
  4. Optional: You can use the Group Data tab to change how the report is grouped. For more information on grouping reports, see the Reporting Basics.
  5. Optional: Lastly, you can export the data to an Excel spreadsheet by using the Export Data If you grouped the data, be sure to use the Export Group Data button instead

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Use this list for a full outline of each column in this report:

  • Client: This is the club number that the member is a part of
  • Account: The member's account number
  • Sequence: The cardholders sequence number i.e. 1st cardholder, 2nd cardholder, etc.
  • First Name/Last Name: The member's name
  • Phone: The member's phone number
  • Sign Date: The sign date for the member's account
  • Purchase Date: The date the specific session was purchased
  • Expires: The date the specific session expires. A date of 12/31/2039 indicates the session(s) don't expire
  • Last Used: The most recent date a specific session item was used
  • Description: Provides the name of the specific session item
  • Member Type: Indicates for each entry if a Member or Prospect
  • Status: Displays the member's/prospect's current account status
  • Purchased: Displays the number of sessions purchased by the member
  • Used: Displays the number of sessions used by the member
  • Adjusted: Displays how much the number of sessions has been manually adjusted, if at all
  • Available: Displays the number of sessions currently available to use for the member
  • Purchased Value: Displays the total value of the sessions purchased
  • Used Value: Displays the total value of the sessions used
  • Adjusted Value: Displays the total value of the sessions adjusted
  • Available Value: Displays the total value of the sessions available
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