Client Reports

Clients Paid through Collections Report
The Clients Paid through Collections Report is a client report that displays a list of overdue account records that have been removed from collections because the client made a payment to Aldous & Associates during the specified report period. Records of the payments are also displayed on the All Sales […]
Clients Removed from Collections Report
The Clients Removed from Collections Report is a client report that displays a list of overdue account records that have been removed from collections because the client made a payment toward their overdue balance directly to your business. For more information about client collections payments and the other pages on […]
Clients Sent to Collections Report
The Clients Sent to Collections Report is a client report that displays a list of clients who became eligible to be sent to Aldous & Associates for collections during the specified report period. Clients are eligible to be sent to collections when they have a negative balance on their account […]
Duplicate Clients Report
The Duplicate Clients Report is a client report that allows you to easily find and merge duplicate client profiles. This includes merging a staff member’s associated client profile with a duplicate client profile. After merging, the staff member’s staff profile will be associated with the new merged client profile. The […]
Upcoming Birthdays Report
The Upcoming Birthdays Report is a client report that displays any client birthdays occurring during the selected date range. This report can be used to plan for and execute special birthday offers for your clients. In this article: To view the Upcoming Birthdays Report: Headings in the Upcoming Birthdays Report […]
Lead Management Report
The Lead Management Report is a client report that displays all leads added manually or captured using the lead capture widget and lead capture automated marketing campaigns during the selected time period. This report can be used to communicate with leads, assess lead activity, and otherwise manage your leads for […]
First Visits Report
The First Visits Report is a client report that displays a list of clients who visited your business for the first time during the selected date range. By default, the report will display clients who visited your business for the first time; however, you can filter the report to display […]
Expiring Purchase Options Report
The Expiring Purchase Options Report is a client report that displays a list of Purchase Options that are expiring during the selected date range. This report can be used to gain insights about different types of Purchase Options and how clients are using them, as well as to manage communications […]