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.
In this article:
To view the Client Data Report:
- Click the App Drawer button .
- In the App Drawer, click Reports.
- On the Reports menu, click Clients.
- 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.
|FIRST NAME||The first name of the client.|
|LAST NAME||The last name of the client.|
|The email address of the client.|
|CELL PHONE||The cell phone number of the client.|
|HOME PHONE||The home phone number of the client.|
|WORK PHONE||The work phone number of the client.|
|BIRTHDAY||The birth date of the client.|
|GENDER||The gender of the client.|
|ADDRESS||The address of the client.|
|CITY||The city in which the client lives.|
|ZIP/POSTAL CODE||The zip/postal code of the client.|
|LOCATION||The business name of the client’s home location.|
|MEMBER||The ID of the client.|
|REFERRER||The 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.
|Client Types||Use this filter to determine which clients to include in the report based on their client type.|
|Groups||Use 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.
|Gender||Use this filter to determine whether to include clients in the report based on the gender specified in their profile.|
|Edited purchase options||Use this filter to determine which clients to include in the report based on whether they have Purchase Options that have been individually modified.|
|Client Status||Use this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.|
|Fields||Use this filter to determine which client profile fields to include as columns in the report.|