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Knowledge Base |
Reports - Upcoming Birthdays
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This article will guide you through generating and understanding the Upcoming Birthdays report. This report will display clients with upcoming birthdays within a specified date range.
Requirements - A Master Admin login or a staff type with the following permissions:
To access the Upcoming Birthdays report, navigate to Reports > Members > Upcoming Birthdays. From here, select a date range using the Calendar filters or by selecting a Preset Future Date Range located to the right of the calendars. Additionally, there will be filters to Include Prospects, Include Inactive and Include Staff within the report. Once you have set your filters, click Run Report to populate the web page report.
Once the web page report populates, the following information will display:
User ID - client's user ID
First / Last Name - client's first and last name
Birthday - date of the client's birthday
Membership Status - the client's current Membership status
Customer Status (Services) - the client's current status for Services
Membership Type - Membership Type assigned to the profile
Phone Number - client's phone number
Email - email address assigned to the profile
Address - address that is assigned to the client's profile
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel. To page through to the next section, select the right arrow.
Related Articles:
Widget - Upcoming Birthdays
Reports - Member List Or Customer List
Requirements - A Master Admin login or a staff type with the following permissions:
- Reporting: Can access reports (must be enabled to see any reports)
- Reporting: Can access Members: Upcoming Birthdays
Locating and Generating the Report
To access the Upcoming Birthdays report, navigate to Reports > Members > Upcoming Birthdays. From here, select a date range using the Calendar filters or by selecting a Preset Future Date Range located to the right of the calendars. Additionally, there will be filters to Include Prospects, Include Inactive and Include Staff within the report. Once you have set your filters, click Run Report to populate the web page report.
Understanding The Report
Once the web page report populates, the following information will display:
User ID - client's user ID
First / Last Name - client's first and last name
Birthday - date of the client's birthday
Membership Status - the client's current Membership status
Customer Status (Services) - the client's current status for Services
Membership Type - Membership Type assigned to the profile
Phone Number - client's phone number
Email - email address assigned to the profile
Address - address that is assigned to the client's profile
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel. To page through to the next section, select the right arrow.
Related Articles:
Widget - Upcoming Birthdays
Reports - Member List Or Customer List
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