Client Reports

Client reports

Client-specific reports display information pertinent to both your business and your clients. These reports can be used for marketing purposes, customer retention purposes, and virtually anything else you can imagine. All these reports can be filtered using advanced filters if needed. For information about other report types, see Reports. Report […]

All Clients Report

The All Clients Report is a client report that displays a list of clients who joined your business during the selected date range, along with an overview of their client status and activity. In this article: To view the All Clients Report: Headings in the All Clients Report Heading name […]

Belts Report

The Belts Report is a client report that displays a list of clients who are ready to be promoted to a new belt level based on the conditions you have set. The summary cards at the top of the page display all the belt levels created for your business and […]

Promoting belts for multiple clients

You can promote belts for multiple clients from either the Belts Report or the attendance list for a class or event. This can help save time and effort when multiple clients are ready for a belt promotion. To learn how to promote an individual client’s belt from their profile, see […]

Booking Requests Report

The Booking Requests Report is a client report that displays all appointment and asset bookings that have been requested during the selected time period. You can use this report to accept or deny booking requests. Requests that have been denied, or not yet accepted, will be displayed in the report […]

Client Data Report

The Client Data Report is a client report that displays the information listed on profile details pages, including custom client fields, for clients who have been active at your business during the selected date range. In this article: To view the Client Data Report: Headings in the Client Data Report […]

Clients at Risk Report

The Clients at Risk Report is a client report that displays a list of clients who don’t have upcoming visits at your business and who haven’t attended services at your business in a certain amount of time. This amount of time is determined using the Include clients who have not visited […]

Exporting the client list

You can filter your client list to display only specific clients and then export the client list to a .csv, .xls, or .pdf file. To export the client list: Filter the client list, if necessary, to display the list of clients you want to export. To filter the client list, […]

Contact History Report

The Contact History Report is a client report that displays your business’s complete contact history , including email interactions, for the date range selected. To view only your business’s email interactions with your clients, see Email History Report. In this article: To view the Contact History Report: Headings in the […]