Upcoming Birthdays Report

The Upcoming Birthdays Report is a client report that displays any client birthdays occurring 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 report can be used to plan for and execute special birthday offers for your clients.

This article describes how to view the Upcoming Birthdays 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 Upcoming Birthdays Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Clients.
    4. On the Clients menu, click Upcoming Birthdays. The Upcoming Birthdays Report is displayed.

    Headings in the Upcoming Birthdays Report

    HeadingDescription
    ClientThe client whose birthday is coming up. 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.
    Client TypeThe client type of the client.
    DateThe birth date of the client.

    Advanced Filters in the Upcoming Birthdays Report

    FilterDescription
    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.
    TravelersUse this filter to determine which clients to include in the report based on their traveler privileges. This option is only available to franchise businesses.
    Client StatusUse this filter to determine which clients to include in the report based on whether they currently have an active purchase option.
    Client TypeUse this filter to determine which clients to include in the report based on their client types, For more information, see Client types.

    Summary cards in the Upcoming Birthdays 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
    Active MemberThe total number of active members with a birthday during the selected date range.
    Active Pass HolderThe total number of active pass holders with a birthday during the selected date range.
    Inactive MemberThe total number of inactive members with a birthday during the selected date range.
    Inactive Pass HolderThe total number of inactive pass holders with a birthday during the selected date range.
    ProspectThe total number of prospects with a birthday during the selected date range.
    TotalIf there are no birthdays during the selected date range, this card will display a zero.
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