The Expiring Purchase Options Report is a client report that displays a list of client credit cards that are expiring during the selected date range.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
- Headings in the Expiring Credit Cards Report
- Advanced Filters in the Expiring Credit Cards Report
To view the Expiring Credit Cards Report:
- Click the App Drawer button .
- In the App Drawer, click Reports.
- On the Reports menu, click Clients.
- On the Clients menu, click Expiring Credit Cards. The Expiring Credit Cards Report is displayed.
Headings in the Expiring Credit Cards Report
|Client||The 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.|
|Location||The last location that the client visited.|
|Last Visit||The name, date, time, and staff member of the last scheduled service the client attended at your business.|
|Notes||The number of alerts on the client’s profile. Hover over the icon to see the details of the alerts.|
|Card||The last four digits of the expiring credit card.|
|Expires||The expiry date of the client’s credit card.|
Advanced Filters in the Expiring Credit Cards Report
|Client Status||Use this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.|
|Groups||Use 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 Passes||Use this filter to determine whether to include credit cards in the report based on whether the credit cards are expired or close to expiration.|
|Client Types||Use this filter to determine which clients to include in the report based on their client type.|