Client Reports lists all of the active and inactive clients with key demographic information.
This article will give you an in-depth look at what is in a Client Report and the basic steps of setting one up.
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Client Reports
- Navigate to the Reports Module in the left side menu.
- Choose Clients as your report type.
- Click into the Display Fields, Sorting, and Ordering field. This field allows you to choose which filters you would like to display.
- Click on the name of the field to choose ascending, descending, or neither. The small blue arrow next to the field name will indicate which choice you have made.
- Click the small black arrows next to the name of each field to change the order of the fields.
- Click the "x" next to the name of each field to delete that field.
- Click the "x" at the end of ALL the fields, to delete all of the fields displayed.
- Once you have deleted all of the fields, click in the empty box and choose the fields you are looking for from the drop-down menu.
- Choose your Filters. Filters allows you to narrow down your fields in your report even more.
- Click "+ Add" to add a new filter.
- Select a field from the drop down menu, as well as an operator.
- Enter the information you are looking to filter in the empty field.
- Choose your Grouping. Groupings will give structure to your data and help organize it.
- Click "+ Add Group" to add a new Group.
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Choose options from the drop down menus. Click the "x" to delete a group.
❗NOTE: The order that you have your groups listed as you set up your report is how they will show up on your finalized report.
- Set up the Orientation parameters for your report.
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When you have finished setting up your report you can either Generate Report or Download CSV.
✨TIP: Generate Report allows you to view your report on screen BEFORE you download it, allowing you to check over your report to ensure accuracy and correct set up.
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