--- title: Intro Offer Conversions Report description: How to view and use the Intro Offer Conversions Report --- [Skip to content](https://support.hapana.com/intro-offer-conversions-report#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) # Intro Offer Conversions Report ### Overview This article explains how to view and use the **Intro Offer Conversions Report** in Hapana. This report helps you track how effectively your introductory offers convert into full memberships or packages. By reviewing this data, you can measure your marketing success, identify strong sales performers, and plan follow-ups with clients who haven’t yet converted. #### Prerequisites - You must have access to the **Reports** module. - Intro offers must already be configured and active in your system. - Ensure you have client data for the selected date range. --- ### **Access the Intro Offer Conversions Report** #### 1. Navigate to Reports 1. Log in to Core  2. Click **Reports **from the Navigation bar  3. Within the Marketing Category, select **Intro Offer Conversions ** ![](https://hf-files-oregon.s3.amazonaws.com/hdphapana_kb_attachments/2025/10-27/915b904a-0584-40e8-8bb6-d019cd8c3121/image-20251027155944-1.png) --- #### 2. Set Your Date Range 1. In the **Show reports between** fields, select your desired start and end dates. 2. Click **Apply Dates Filter** to update the data. ![](https://hf-files-oregon.s3.amazonaws.com/hdphapana_kb_attachments/2025/10-27/985019ff-8234-4316-8fe9-d4b8cd4f861f/image-20251027160242-2.png) --- #### 3. Filter by Conversion Status 1. Open the **Conversion Status** dropdown. 2. Choose from: - **Both: **all clients - **Yes: **clients who converted - **No: **clients who haven’t converted > Tip: Use this filter to focus on clients who need follow-up or to assess conversion success. ![](https://hf-files-oregon.s3.amazonaws.com/hdphapana_kb_attachments/2025/10-27/5fd1e8f7-5c73-4085-8ea6-afa5d5d4e2ae/Screenshot_2025-10-27_at_4.20.50PM.png) --- #### 4. Use Filters to Refine Search 1. Select a filter from the dropdown (e.g., **First Name**, **Last Name**, **Email**, **Phone**, **Birth Month, Gender**, **Age **or **Client Status**). 2. Enter the value you want to filter by. 3. Click the **green checkmark** to apply or the **orange refresh icon** to reset. --- #### 5. Review Report Columns Each record includes key client and conversion details such as: - **Full Name, Email, Phone** - **Intro Offer**, **Purchase Date**, **Amount**, and **Processed By** - **Conversion Purchase**, **Amount**, **Date**, and **Processed By** --- #### **Expected Outcome** Once filters are applied, you’ll see a full summary of intro offer purchases and conversions. This allows you to: - Measure intro offer conversion rates - Evaluate staff sales performance - Plan targeted follow-ups for unconverted clients --- #### **FAQs** **Q. Can I export the report?** A. Yes. Click **Save Report** or the **download icon** to export data for sharing or analysis. **Q. Why don’t I see any results?** A. Make sure your date range and filters include active intro offer data. **Q. Can I edit a client’s intro offer details here?** A. No, this report is view-only. To edit client or sale details, go to the **Clients** or **Payments** module. --- Need more help? 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