- Reports -> Retention –> Last Training Date Analysis.
- Custom Query use Last Training Date to indicate how far back in time you want to query
- Use a trainer’s last name to limit to a specific trainer’s client list (from the User Profile Trainer assignment)
- Members status – go after active or inactive members
- Click Search
Recommended Use of Results
- Use list for phone campaign
- Right Click Member Details - open new tab
- Work client, call, message, enter call notes into Log_Contact(within Tab)
- Close Tab
- Go to next item
- Email - "Generate Mass Email"
- Mailing labels - “Generate Mail Labels", this option can also be used to export mailing information to Excel
- Download List,into a CSV file, Name, key dates, status, phone, adders, city, state, email (search KB on CSV for instructions for opening with Excel)
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