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Frozen Agreements Report

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This report lists agreements with active, current freezes or scheduled future freezes. Lists of active and future freezes each appear on their own tab. The report can be filtered by location and/or employee.

Sample Frozen Agreements Report

Sample report

 

Report tabs

Frozen Agreements Report Fields               

  • Location
  • Last Name: Member's last name
  • First Name: Member's first name
  • Email: Member's email address 
  • Phone: Member's phone number
  • Freeze Start Date: The date the freeze began or will begin.
  • Freeze End Date
  • Agreement Name
  • Agreement Trainer: Employee listed as the Trainer on the service agreement. (If the report is filtered by Employee, it will use Agreement Trainer.)
  • Bill Cycle: Agreement's billing cycle
  • Recurring Invoice Amount: Recurring amount for invoices on this agreement
  • Remaining Invoices: The total number of invoices remaining for the service agreement once the freeze has ended.

 

Learn more about accessing, filtering, and scheduling reports.

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