To access the Upcoming Birthdays Report, click the App Drawer button 
then click View All > Reports > Clients > Upcoming Birthdays.
The Upcoming Birthdays Report is a client report that displays any client birthdays occurring during a selected date range. This report can be used to plan for and execute special birthday offers for your clients.
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 card | Description |
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. |
Headings in the Upcoming Birthdays Report
Heading | Description |
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
Filter | Description |
Client Groups | Determine which clients to include in the report based on their client group. |
Travelers | Determines which clients to include in the report based on their traveler privileges. This option is only available to Enterprise businesses. |
Client Status | Determines which clients to include in the report based on whether they currently have an active Purchase Option. |
Client Type | Determines which clients to include in the report based on their client types. |