You can access the Belts Report by clicking the App Drawer button then clicking View All > Reports > Clients > Belts.
The Belts Report is a client report that displays a list of clients who qualify for promotion to a new belt level based on the conditions you’ve set during the selected date range.
The summary cards at the top of the page display all the belt levels created for your business and how many clients are currently assigned each belt level. You can click a summary card to filter the report to display only clients currently at that belt level.
Headings in the Belts Report
Heading | Description |
Client | The 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.
Note: If you have multiple categories for your belts and a client is ready to be promoted in more than one category, they’ll appear more than once on the Belts Report. |
Current Belt | The current belt level that the client has obtained. |
Category | The category for the current belt level that the client has obtained. |
Belt Received on | The date the client obtained their current belt level. |
Time at Rank | The amount of time the client has had their current belt level. |
Attendance at Rank | The number of visits the client has made since receiving their current belt level. |
Conditions | The conditions required for this client to be ready for promotion.
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Ready for Promotion | Indicates whether the client is ready for promotion to the next belt level. |
Action | Click the Promote button to promote the client to a higher belt level. This option can be used by staff members to manually promote the client by overriding requirements for promotion. |
Advanced filters in the Belts Report
Filter | Description |
Promotion Status | Use this filter to determine which clients to include in the report based on whether or not they’re ready for promotion. |
Belt Category | Use this filter to determine which clients to include in the report based on their current belt category. |
Current Belt | Use this filter to determine which clients to include in the report based on their current belt. |
Client Groups | Use this filter to determine which clients to include in the report based on their client group. |
Client Types | Use this filter to determine which clients to include in the report based on their client type. |
Home Location | Use this filter to determine which clients to include in the report based on their home location.
This filter is only available for businesses with multiple locations. |