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.

This article describes how to view the Client Data 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.
NoteWhen a profile is merged into another, it may still appear in client reports for a brief period of time. This is because it can take up to 20 minutes for the UID of the merged profile to be removed from the system.

In this article:

    To view the Client Data Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Clients.
    4. On the Clients menu, click Client Data. The Client Data Report is displayed.

    Headings in the Client Data Report

    In addition to the headings listed below, any custom client fields you have created will also be displayed in this report.

    Heading nameDescription
    FIRST NAMEThe first name of the client.
    LAST NAMEThe last name of the client.
    EMAILThe email address of the client.
    CELL PHONEThe cell phone number of the client.
    HOME PHONEThe home phone number of the client.
    WORK PHONEThe 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/postal code of the client.
    LOCATIONThe business name of the client’s home location.
    MEMBERThe ID of the client.
    REFERRERThe name of the client who referred this client. If the client was not referred by anyone, this column will be blank.

    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 TypesUse this filter to determine which clients to include in the report based on their client type.
    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.
    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.
    Client StatusUse this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.
    FieldsUse this filter to determine which client profile fields to include as columns in the report.
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