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Tour Appt Audit Report


The 'Tour Appt Audit Report' summarizes tour appointments contacted by a club's employees for a designated date range. This report can be run for all locations, an individual location, or by grouping each location's data. 

Report search funcitons

Sample Report

This report contains:

  • Name: The name of Sales employee.
  • Location: The club location in which the Sales employee is located.
  • Total Appts: The total number of appointments the Sales employee has completed during the designated date range.
  • Email Saved?: The number of total appointments that have emails associated with them. 
  • Phone Saved?: The number of total appointments that have phone numbers associated with them.
  • Follow Up?: The number of total appointments that have been assigned a follow-up employee.

Learn more about accessing, filtering, and scheduling reports.

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