How to Review Lifecycle History for Any Account

With the Exercise.com’s fitness business management software, it’s easy to review the account lifecycle history for any account on your platform.

This guide will take you through the process of reviewing lifecycle history for any account in your custom branded platform. You can review each account individually, or use the “Account Lifecycle Transitions” report to review all accounts at the same time.

1. Click the hamburger menu.

You can review the lifecycle history for any accounts via accessing the hamburger menu.

2. Click “Clients”.

Navigate to the Clients section to access the list of accounts. This step is the way to view the clients lifecycle history.

3. Search or select specific client.

Search or select the specific client’s lifecycle history you want to view.

4. Click “Lifecycle”.

Access the Lifecycle tab to view the complete history and changes for the selected account.

5. Check the Lifecycle view of the client.

In the Lifecycle page of the client you’ll see the history of changes “from stage” and “to stage” of the account. The “From” and “To” columns give you the account stage before and after each transition in the account history. In this example, you can see that this account started as a lead, then moved to a free account, before finally upgrading to a client account in the system.

6. Search specific “Lifecycle”.

You can also use the search box to filter the event history to only the stage that you want to review.

7. Click “Account” tab.

To access you client reports click the “Account” tab.

8. Click “Reports”.

After selecting the “Accounts” tab you can select the “Reports” tab.

9. Search for “Account Lifecycle Transitions”.

Once you’re on the “Reports” page, search for “Account Lifecycle Transitions,” and the result should appear under Client Reports.

10. Use the filter option then click “Refresh Report”.

In the “Account Lifecycle Transitions,” you can apply different filter types and then click the “Refresh Report” button to view specific data. Additionally, you can use the search field to find specific results.

This guide showed you how to review lifecycle stage history for any account – whether reviewing one account at a time or all accounts at once.

Now you can easily review each account’s lifecycle history at any time.