Operational Report listing the packages owned by clients that will reach their expiry date in the next 7 days.

How to run the report

The Due to Expire Service Package report is available to Manager users where the permission is enabled:

To set the permission click: Settings > User Permissions > Manager > Can see Reports section > Client Packages = True

To run the report:

  1. Click Reports in the main menu
  2. Click + to add a new report to the queue
  3. Choose Due to Expire Service Packages from the list
  4. Choose the filter options, click Generate

Screenshot 2023-11-01 at 10.47.10

Filter Options


Choose the format of the output report file:

  • .csv - a comma separated text file that can be opened using Excel or other applications
  • .json - a structured text file useful for exchanging data with other systems
  • .xlsx - an Excel file that is usually smaller than the csv option but can take longer to produce
  • .pdf - uneditable portable document most suited to printing

Choose which clients to include

  • All - Choosing all limits the report to showing all clients with Active packages.
    If you select another option then the Package Status options are shown. This is to limit the size of the report for normal use.
  • Active - Shows clients that have not expired, still have some credits in them and have not been terminated or refunded.
  • Specific - choose individual or multiple Clients from the list
Since Choose a start date to view data from.
Till Choose an end date for the data. This date can be a date in the future if required and can include booking information for sessions that have not yet occurred.


Report Columns

Client Name  Name of the client 
Client Status     Whether the client is active
Home Club Clients home club location
Package  Name of the package 
Restrict bookings Whether the package has a restriction on bookings.
Expire Date  Expiry date of the package
Package ID  ID number of the package
Package Status  Whether the package is active or not. 
Repeating If the package is being repeated.
Remaining Credits Whether the client has any remaining credits to buy future packages.