DUE TO EXPIRE SERVICE PACKAGE REPORTS

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

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:

Screenshot 2023-11-01 at 10.47.10

Format	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
Clients	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.