New User
The new user report provides admin with an overview of the newest users to join the gym or studio. This report can be filtered for time period of users joining, enrollment status (applies to athletes), user type and/or users joining into existing families or if it is a new family.
This report is valuable as it allows the business to understand how well marketing efforts are attracting fresh audiences to the website or app, providing insights into the effectiveness of the brand awareness strategies and helping identify trends in how users are joining over the time periods.
How to Generate the Report
The options available for the generation of this report include the report period selected and a number of user options, described below. Once the selections are made, user will select the Generate Report button.
| Report Configurations | Options | Description |
|---|---|---|
| Report Period | All Dates Custom (user defines) This Week This Month This Quarter This Year Yesterday Last Week Last Month Last Quarter Last Year |
Choose which inclusive dates are needed for the dropped reason report. Selecting All Dates will generate the report for all dates of the session and/or reason category selected. Selecting This Year, for instance, will generate the report for session/drop reason categories since the beginning of the current year. |
| Enrolled in Current Session | All Users Yes No |
This option is defaulted to All Users, however the report can be filtered to only show users that are enrolled in a current session, or users that are not enrolled in a current session. |
| Enrolled in Future Session | All Users Yes No |
This option is defaulted to All Users, however the report can be filtered to only show users that are enrolled in a future session, or only show users that are not enrolled in a future session. |
| Count Pending Enrollments as ‘Yes’ | Checkbox | If this option is checked, Pending Enrollments for current and future sessions will be counted in the report as enrolled. |
| User Type | All Users Athlete Parent Staff Admin |
The report can be generated showing all users or filter down to a specific user type. Filtering to the Athlete user and selecting options for current and future sessions can provide valuable information to the business for applying acquisition tactics. |
| New Family | All Families New Existing |
This option is defaulted to All Families, but allows the report to be filtered by New, showing chronologically when families first joined, or filtered to Existing which will provide information about members that were added to an already existing family. |
| Hide photos with user | Checkbox | If this checkbox is checked, the photos of the athletes in the report will be hidden. This optimizes the printing of the report, as printing photos can use up precious resources. |
If any of Report Period, or any of the User Options are changed after the report has been generated, the report must be regenerated by selecting the Regenerate Report button. The data will not be updated until that action is taken.
How to Read the Report
Once the report is generated, the exact date and time the report is generated is shown under the report title. There is a button called More in the upper right giving options to Print the report or Download CSV for capturing the data.
The contents of the report gives detailed information about the membership of users, as produced from the applied filters.
The report provides the detailed data shown below.
| Report Data | Detailed Data | |
|---|---|---|
| User | This column shows the name of the new user. The name is a link to the user detail page for easy access to their detailed information. Under the user's name, the family name of this user is given. The family name is a link to the detailed family page of the user. | |
| Date | This is the date that the new user added their user record to the business database. The report is sorted by the newest date on top. | |
| User Type | Athlete Parent Staff Admin |
This is the type of the user and can be any or all of the options listed. The report can be filtered by these options per the User Options described above, if only one type of user is required for the report. |
| Family | New Existing |
This column indicates whether the user joined under an existing family, or if a new family was created with the membership for this user. |
| Enrolled in Session ( today's date) | Current |
This column indicates, if the user is an athlete, whether they are (today) enrolled in a active session. If the user is not an athlete, a dash will appear here. The report can be filtered per the User Options described above where this column may be counting Pending Requests as enrollments, or may only show athletes with/without a current enrollment. |
| Enrolled in Session | Future | This column indicates, if the user is an athlete, whether they are (today) enrolled in a future session. If the user is not an athlete, a dash will appear here. The report can be filtered per the User Options described above where this column may be counting Pending Requests as enrollments, or may only show athletes with/without a future enrollment. |