The PT Transaction list is a utility data table to show you the Personal Training Recurring Service purchases and payments in a given date range. Filter to specific salespeople, membership type groups and more.
Note that if a purchase or a payment did not happen in the report date range, you may see a null in the date or amount fields. In some cases, a payment has not yet been made to date and the payment date and value would show null.
Possible Uses
- Validate PT EFT Draft dashboards and metrics
- Identify Recurring Service package purchases that have not been paid, especially packages purchased a while ago.