Report Name – Membership Expiry Report


How to Navigate to the Report     

  • Hover on Reports Tab and Click on Membership Expiry Report.


How to Filter Report to view Membership Expiry Details

  • Select Date from the Date from – date picker from which the details are to be viewed.
  • Select date from the Date to – date picker till which the details are to be viewed.
  • Select Membership Type and Membership from its drop-down.
  • Select Gender from its drop-down.
  • Select Client Rep Interested in, from its drop-down.
  • Select Session Owner, from its drop-down
  • Select Enquiry type, from its drop-down.
  • Select Enquiry Source, from its drop-down.
  • Select Product Status, from its drop-down
  • Select Workout time, from its drop-down.
  • Select Location, from its drop-down
  • Select Campaign Name, from its drop-down
  • Select Package Name, from its drop-down.
  • Click on Search to view the report
  • Total Number of customer found will be displayed.


Membership Expiry Report– Details (Following details of the Membership Expiry will be mentioned in the report)

  • Customer ID
  • Name
  • Membership
  • Client Rep
  • Purchase Date
  • Activation Date
  • Expiry Date
  • Change CO (Click on it and change the client owner by selecting one from the drop-down)
  • Change SO (Click on it and change the session owner by selecting one from the drop-down)