The Outstanding Credits report surfaces information on all unused/outstanding credits.
This report is useful for:
Viewing a list of customers with non-expired and unused credits.
Viewing the credit package expiration date.
Viewing the credits remaining vs. the starting credit count.
Pulling up the Report
Navigate to Reports from the left panel > Marketing > Outstanding Credits > View.
Specify the date range from the date picker.
Apply any additional filters.
*Note: To ensure accurate reporting, filter for non-expired credits (Is Expired=False).
Generate the report and, if necessary, export the data.
Understanding the Report
The Outstanding Credits report includes 12 data fields:
Credit Package ID: ID generated by the system.
Credit Package: The name of the credit package.
This field will surface a blank if the credit is migrated, given complimentary, or added to the customer's account via a credit package gift card redemption.
Credit Type: Name of the credit type.
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.
Customer ID: Customer's unique ID generated by the system.
Customer: Customer's name.
Customer Email: Customer's email.
Purchase Location: Studio location of purchase.
Package Expiration Date
Is Expired:
True = Yes
False = No
Starting Credit Count: Number of credits, before use.
Credits Remaining: Number of available credits of the starting credit count.
Penalty Fee Type: Options are:
No penalty
Loss of Credit
Charge
Loss of Credit and Charge