The POWER Search can be used to find the clients you need in your client list or reports.
NoteThe POWER Search feature should not be mistaken for an advanced filter. POWER Search has client-specific search criteria such as age, birthday, body measurements, or account information that will return any records belonging to the clients that meet the selected criteria.
In this article:
Where the POWER Search can be used:
Client reports:
- All Clients Report
- Balance Due Report
- Client Data Report
- Clients at Risk Report
- Contact Log History Report
- Conversion Tracking Report
- Customer Reviews Report
- Expiring Credit Cards Report
- Expiring Purchase Options Report
- First Visits Report
- Lead Management Report
Attendance reports:
- Appointment Analysis Report
- Appointment Analysis Details Report
- Attendance with Payment Option Details Report
- Class Analysis Report
- Class Analysis Details Report
- Client Analysis Report
- Event Analysis Report
- Event Analysis Details Report
- Online Bookings Report
- Unpaid Visits Detailed Report
- Unpaid Visits Summary Report
- Visits Remaining Report
Marketing reports:
Sales reports:
- All Sales Report
- Sales Per Client Report
- Sales Summary By Location Report
- Sale Summary Per Revenue Category Report
- Sales Revenue Analysis Report
- Projected Revenue Report
- All Transactions Summary Report
- All Transactions Details Report
- Batch Report
- Memberships Report
To use a POWER Search:
- Open the client list or a report.
- If the POWER Search list is not open, click the POWER Search button
. - Under SAVED SEARCHES, find the POWER Search you want to use in the list and click its name.