Belts Report

The Belts Report is a client report that displays a list of clients who are ready to be promoted to a new belt level based on the conditions you have set. For more information, see Belts. The summary cards at the top of the page display all the belt levels that have been created for your business and how many clients are currently in each belt level. You can click a summary card to filter the report to display only the clients who are currently at that belt level.

This article describes how to view the Belts Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

NoteIf you have multiple categories for your belts and a client is ready to be promoted in more than one category, they will appear more than once on the Belts Report.

In this article:

    To view the Belts Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Clients.
    4. On the Clients menu, click Belts. The Belts Report is displayed.
    5. By default, this report only shows clients who are ready for promotion. By using the drop-down menus at the top of the report, you can filter to view clients who are not ready for promotion.

    Headings in the Belts Report

    Heading Description
    ClientThe name, email, and profile image of the client ready for promotion. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
    CategoryThe category for the current belt level that the client has obtained.
    CurrentThe current belt level that the client has obtained.
    ReadyBy default, this report only shows clients who are ready for promotion. By using the drop-down menus at the top of the report, you can filter to view clients who are not ready for promotion.
    ConditionsThe conditions required for this client to be ready for promotion.

    • If the client has achieved the conditions for a belt promotion, a green check mark will be displayed beside the completed conditions.
    • If the client has not achieved the conditions, a yellow alert icon  will be displayed beside the remaining conditions.
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