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:
- Click the App Drawer button .
- In the App Drawer, click View All.
- In the list, click Reports. You can filter the list by entering Reports into the Search field.
- On the Reports menu, click Clients.
- On the Clients menu, click Upcoming Birthdays. The Upcoming Birthdays Report is displayed.
Headings in the Upcoming Birthdays Report
|Client||The 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 Type||The client type of the client.|
|Date||The birth date of the client.|
Advanced Filters in the Upcoming Birthdays Report
|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.
|Travelers||Use 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 Status||Use this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.|
|Client Type||Use 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.
|Active Member||The total number of active members with a birthday during the selected date range.|
|Active Pass Holder||The total number of active pass holders with a birthday during the selected date range.|
|Inactive Member||The total number of inactive members with a birthday during the selected date range.|
|Inactive Pass Holder||The total number of inactive pass holders with a birthday during the selected date range.|
|Prospect||The total number of prospects with a birthday during the selected date range.|
|Total||If there are no birthdays during the selected date range, this card will display a zero.|