Expiring Credit Cards Report

The Expiring Credit Cards Report is a client report that displays a list of client credit cards that are expiring during the selected date range. The summary cards at the top of the page provide an overview of the key information in the report.

This article describes how to view the Expiring Credit Cards 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.

In this article:

    To view the Expiring Credit Cards Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
    4. On the Reports menu, click Clients.
    5. On the Clients menu, click Expiring Credit Cards. The Expiring Credit Cards Report is displayed.

    Headings in the Expiring Credit Cards Report

    HeadingDescription
    ClientThe client whose credit card is expiring. 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.
    LocationThe last location that the client visited.
    Last VisitThe name, date, time, and staff member of the last scheduled service the client attended at your business.
    NotesThe number of alerts on the client’s profile. Hover over the icon to see the details of the alerts.
    CardThe last four digits of the expiring credit card.
    ExpiresThe expiry date of the client’s credit card.

    Advanced Filters in the Expiring Credit Cards Report

    FilterDescription
    Client StatusUse this filter to determine which clients to include in the report based on whether they currently have an active purchase option.
    GroupsUse this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    Expired Credit CardUse this filter to determine whether to include credit cards in the report that are expired or close to expiration.
    Client TypesUse this filter to determine which clients to include in the report based on their client type.

    Summary cards in the Expiring Credit Cards Report

    In addition to the summary cards listed in the table below, summary cards corresponding to any custom client types you have created will also be available.

    Summary cardDescription
    Total Credit Cards Expiring In PeriodThe total number of credit cards that are expiring during the selected date range.
    Active Pass HolderThe total number of credit cards associated to active pass holders that are expiring during the selected date range.
    Active MemberThe total number of credit cards associated to active members that are expiring during the selected date range.
    Inactive Pass HolderThe total number of credit cards associated to inactive pass holders that are expiring during the selected date range.
    Inactive MemberThe total number of credit cards associated to inactive members that are expiring during the selected date range.
    ProspectThe total number of credit cards associated to prospects that are expiring during the selected date range.
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