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How do I use the Credit Expiration Details report?

Become an expert on the Credit Expiration Details report!

Helen Kang avatar
Written by Helen Kang
Updated over 2 weeks ago

The Credit Expiration Details report surfaces realized revenue from expired credit packages left unused within the selected date range. All Finance reports are in UTC (Coordinated Universal Time).

This report is useful for:

  • Viewing how many credits were remaining in a customer’s credit package before the package expired.

  • Analyzing the number of credits customers leave unused to help design credit packages and promotional packages.

Pulling up the Report

  1. Navigate to Reports from the left panel > Finance > Credit Expiration Details > View.

  2. Specify the time frame from the date picker.

    Filter by date on the Credit Expiration Details report

  3. Apply any additional filters:

    • Credit Type

    • Currency

    • Purchase Locations

    • Source Types

Understanding the Report

The Credit Expiration Details report includes 13 data fields:

  1. Credit Package ID: ID generated by the system.

  2. Credit Package: The name of the credit package.

    • This field will be blank if the credit is migrated, given complimentary, or added to the customer's account via a credit package gift card redemption.

  3. Credit Type: Name of the credit type.

  4. Source Type:

    • Purchase: Credit was purchased by the customer.

    • Complimentary: Credit was given complimentary by the studio staff.

    • Migrated: Credit was migrated over.

    • Gift: Credit was redeemed via a credit package gift card.

  5. Customer ID: Customer's unique ID generated by the system.

  6. Customer: Customer's name.

  7. Customer Email: Customer's email.

  8. Purchase Location: Studio location of purchase.

  9. Package Expiration Date

  10. Credits Expired: The number of credits expired from the credit package.

  11. Currency

  12. Realized Revenue: The value of used credits from the credit package due to a class check-in, lost due to a no-show/late-cancel, or credit expiration.

    • For example, if a 10-pack of credits was sold for $200 and the customer used 5 credits, the realized revenue is $100.

If credit packages or memberships have a back-dated expiration date, they will only appear in the report for that updated date. This may impact studio reconciliation. We strongly suggest only backdating expirations 24-48 hours from the current date.

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