The Unused Credits Report gives you a clear view of any package credits your customers have purchased but haven't used yet. It's a handy tool for staying on top of customer balances and making sure nothing falls through the cracks.
You can visit the Unused Credits Report by navigating to Reports > Unused Credits in the Swift Admin Dashboard.
Use the filters at the top to narrow down your results:
Customers – search for a specific customer by name
Credit Service Type(s) – filter by the type of service the credits apply to (e.g. rentals, classes, or lessons)
Expired Credits – choose to view Active only, or include expired credits
Once you've set your filters, click Run to refresh the report.
Exporting the Report
You can export the report data by clicking the Export button in the top-right corner of the table. This is useful if you need to share the information with your team or review it offline.