The Trainer Liability Report lists information about the current standing of Member agreements and their session usage and funding. Unlike most reports in Club OS, this report cannot be run for a selected date range - it provides current, real-time information only.

How to Read the Trainer Liability Report

Each member service attached to an agreement is represented by its own row. A Member may appear multiple times if they exhibit liability towards more than one event/service. Each Member Service attached to the same Agreement will have the same Agreement ID number, but will appear on its own row.

A Member will appear on this report if:

• They have expired sessions.
• They have sessions that have been comped or paid for, but not used.
• They have used sessions that have not been comped or paid for. (These rows will be highlighted in red.)

For an event to appear on this report (in the Completed Sessions Paid/Not Paid columns), the event must contain a member service and be set to a chargeable status (Ex. Completed, Cancel - Charge, No Show - Charge). 

Sample Trainer Liability Report

Trainer Liability Report Fields

Totals appear at the top of certain columns.

• Location
• Sale Date: The date the event's purchase occurred. 
• Member
• Agreement ID: The identification number to which the agreement is assigned.
• Member Service
• Event Type: Examples include Personal Training, Group Training, Class, Fitness Consultation, and Assessment. (If the event is either Fitness Consultation or Assessment, then a Member Service was purchased as part of the agreement.)
• Member Service End Date: End date of the Member Service
• Member Service Term Length: Term of the Member Service
• Member Service Total Sessions: Total sessions included in the Agreement associated with the service
• Member Service Price per Session: The un-discounted unit price at which the member bought the service.
• $ Discount Per Session: The amount by which the session unit price was discounted, if a discount was applied to the agreement.
• Count of Discounted Sessions: The count of sessions that were discounted, if a discount was applied. If the discount is recurring, this will be all the sessions in the agreement. If the discount was one-time, this will be the count of sessions from the invoice that was discounted.
• Discount Frequency: The type of discount that was applied (One Time or Recurring) if a discount was applied.
• Total Value of Member Service: Total sessions included in the Agreement associated with the service multiplied by the Price per Session, minus the amount discounted from any sessions.
  
• Total Member Service Paid to Date: Money collected towards the Agreement's total value
• Sessions Expired (count): The number of paid sessions that have now expired.
• Sessions Expired ($): The value of a Member’s paid, expired sessions.
• Sessions Expired Comped (count): The number of comped sessions that have now expired.
• Sessions Expired Comped ($): The value of all comped, expired sessions.
• Paid Sessions Not Used (count): The number of all paid, unused sessions. Includes sessions that haven't been scheduled yet, as well as pending events (units that have been scheduled but not yet completed).
• Paid Sessions Not Used ($): The value of all paid, unused sessions.
• Paid Sessions Not Used Comped (count): The number of sessions that a Member has been comped for but not used yet. Includes units not booked and pending events.  
• Paid Sessions Not Used Comped ($): The total value of sessions that a Member has been comped for but not used yet. Includes units not booked and pending events. 
• Completed Sessions Not Paid (count): The number of sessions that a Member has completed but not paid for. Includes units not booked and pending events. 
• Completed Sessions Not Paid ($): The total value of sessions that a Member has completed but not paid for. Includes units not booked and pending events. 
• Completed Sessions Paid (count): The number of sessions that a Member has completed.
• Completed Sessions Paid ($): The total value of a Member’s completed sessions, based on the default price of the service.
• Renewal Type: The renewal type of the agreement
• Salespeople: The club employee who performed the sale. (Multiple employees, if applicable, are listed separated by commas.)
• Trainers: Trainers assigned to the Member. (Multiple employees, if applicable, are listed separated by commas.)
• Fee Name: The name given to an agreement's added fee. 
• Fee ($): The cost of the fee. (Fees do not figure into report calculations.)

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