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. The summary cards at the top of the page provide an overview of the key information in the report.

This article describes how to view the All Clients Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

NoteThe All Clients Report can only display a limit of 5,000 entries. When viewing the report, we recommend using the advanced filters to generate specific results.

In this article:

    To view the All Clients Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
    4. On the Reports menu, click Clients.
    5. On the Clients menu, click All Clients. The All Clients Report is displayed.

    Headings in the All Clients Report

    Heading nameDescription
    First NameThe first name of the client.
    Last NameThe last name of the client.
    UsernameThe email address the client uses to log in.
    Phone NumberThe cell phone number of the client.
    Home Phone NumberThe home phone number of the client.
    Work Phone NumberThe work phone number of the client.
    BirthdayThe birth date of the client.
    GenderThe gender of the client.
    AddressThe address of the client.
    CityThe city in which the client lives.
    Zip/Postal CodeThe ZIP or postal code of the client.
    LocationThe business name of the client’s home location.
    Member IDThe ID of the client.
    Referred ByThe name of the client who referred this client. If this client was not referred by anyone, this column will be blank.
    StatusThe account status of the client. The options are Activated and Deactivated.
    Client TypeThe client type associated with the client’s account.
    NotesIf there are any alerts on the client’s profile, an icon will appear in this column. Hover over the icon to see the details of the alert.
    BeltIf your business type is set to martial arts, the client’s belt will appear in this column.
    Client Since DateThe registration date of the client.

    Advanced filters in the All Clients Report

    In addition to the filters listed in the table below, filters corresponding to any custom client fields you have created will also be available.

    FilterDescription
    Client ActivityUse this filter to determine whether you want to view client activity that has occurred during your business’s lifetime with WellnessLiving or over the past year.
    Client StatusUse this filter to determine which clients to include in the report based on whether they currently have an active purchase option.
    Business ContractsUse this filter to determine which clients to include in the report based on whether they have any unsigned business contracts.
    Client TypesUse this filter to determine which clients to include in the report based on their client type.
    Edited Purchase OptionsUse this filter to determine which clients to include in the report based on whether they have Purchase Options that have been individually modified.
    GroupsUse this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    GenderUse this filter to determine whether to include clients in the report based on the gender specified in their profile.
    Home LocationUse this filter to determine which clients to include in the report based on the home location associated with their profile. This filter will only search for active locations, deactivated locations will not be displayed.
    Subscribed to News and UpdatesUse this filter to determine which clients to include in the report based on whether they are subscribed to news and updates.
    Signed Liability WaiverUse this filter to determine which clients to include in the report based on whether they have signed your online .
    Achieve UsersUse this filter to determine which clients to include in the report based on whether they use the Achieve Client App.
    Isaac Churn RiskUse this filter to determine which clients to include in the report based on whether they have the potential to stop purchasing products and services at your business.

    Summary cards in the All Clients Report

    In addition to the summary cards listed in the table below, summary cards corresponding to any custom client types you have created will also be available.

    Summary CardDescription
    Active Pass HolderThe total number of clients who joined your business during the selected date range and are currently active pass holders.
    Active MemberThe total number of clients who joined your business during the selected date range and are currently active members.
    Inactive Pass HolderThe total number of clients who joined your business during the selected date range and are currently inactive pass holder.
    Inactive MemberThe total number of clients who joined your business during the selected date range and are currently inactive members.
    ProspectThe total number of clients who joined your business during the selected date range and are currently prospects.
    TotalIf no clients joined your business during the selected date range, this card will display a zero.
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