How to Run an Assessment Report

Within our Fitness Assessment Software, you’re able to run an assessment report.

To use this feature, start from the “Account” tab of your Dashboard and follow the step-by-step instructions below.

lead assessments

Step-by-Step Guide:

Step 1: Click on the “Reports” tab on the left sidebar.

reports tab

Step 2: Click on the “Clients” tab.

clients tab

Step 3: Select “Assessments Report” from the reports list.

assessment report

Step 4: Select the time frame and applicable filters.

select filters

You can filter by specific assessment, by group (users in that group), location (users in that location), trainer (users assigned to that trainer), or specific client. There is also the option to filter by lead assessments.

Step 5: Click on the “Generate New Report” or “Refresh Report” button.


Step 6: View report results.

view report

The report includes Assessment ID, Assessment, First Name, Last Name, Email, Phone Number, Converted Lead (a lead assessment user that was added as a client), Gross Revenue (all revenue generated by this user), and a link to view the assessment.

Now, you can run assessment reports!

Updated on February 5, 2021

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