Events

Metric Name	Listed Under Display Item	Information Source(s):	Description	Views
Events	Scheduling	DataTrak Manage Events	The Events metric displays a list of events by Event Type and status with either the number of events in each category, or the revenue or potential revenue gained.	Count Sales

Columns in this metric

Metric Options

Tips for this metric

Using this metric

Columns in this metric:

• Event Name: The names of the previously scheduled event types
• Complete: Events that have been completed
• Cancel Charge: Events that were canceled, and the member was charged for the event
• Cancel No Charge: Events that were canceled, and the member was not charged for the event
• Pending: Events that have been scheduled but have not been completed or canceled.

The total from each column is displayed at the bottom of the metric.

 

Note: Events that are set to Internal Use in the General Event Setup options will not appear in this metric. Learn more about Internal Use.

Metric Options

To configure options, hover the cursor over the metric title.

Select Configure Options from the drop-down menu.

 

These options are as follows:

 

Club: Choose the club you want to display. This metric only displays one club at a time.

 

Date:

• Today
• Yesterday
• This Week
• Last Week
• Last 7 Days
• This Month
• This Month (Month to Date)
• This Month (Mid Month)
• Last Month
• Last Month (Month to Date)
• Last Month (Mid Month)
• This Month Last Year
• This Month Last Year  (Month to Date)
• Custom - This option allows you to select a custom date range in the date fields to the right (See Using Custom Date Ranges).
  This metric has a maximum date range of 31 days.
  

View:

• Count: Display the number of events by Event Type and status.
• Sales: Display the total sales figures by Event Type and status. Values are displayed as whole dollar amounts.

 

Department: Select the departments to display. Use this selection menu in the same way you would select clubs to display.

 

Employee: Select an employee to display or select All.

Due to the fact that the displayed employee list for these Scheduling metrics is limited to the first 200 employees, the criteria for employees to be displayed has changed.
For employees listed in the Employee selection option for these metrics, ALL of the following must be true:

• The employee must be able to log in to the selected club. Club access is configured from the Clubs tab of the Edit Employee page in DataTrak.
  
• The employee must have a Training Level of 1 - 5 set. Employees with a Training Level set to None will not display. Training levels can be set from the Scheduling Options tab of the Edit Employee page in DataTrak.
  
• The employee must be set as Active. The Active flag can be turned and off from the General tab on the Edit Employee page in DataTrak
  

 

Event Type: Select the event type to display

• All: Display both appointments and classes.
• Appointments Only
• Classes Only

 

After making your changes in the Edit Options Menu, click OK to save the configuration.