All Clients Report

The All Clients Report is a client report that displays a complete list of all your clients with activity on their accounts during the selected time range, along with an overview of their client status and recent activity.

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.

In this article:

To view the All Clients 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 All Clients. The All Clients Report is displayed.

Headings in the All Clients Report

Heading name Description
First Name The first name of the client.
Last Name The last name of the client.
Username The email address the client uses to log in.
Phone Number The cell phone number of the client.
Home Phone Number The home phone number of the client.
Work Phone Number 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 or postal code of the client.
Location The business name of the client’s home location.
Member ID The ID of the client.
Referred By The name of the client who referred this client. If this client was not referred by anyone, this column will be blank.
Status The account status of the client (i.e.: ActivatedDeactivated).
Client Type The client type associated with the client’s account.
Notes If 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.
Belt If your business type is set to martial arts, the client’s belt will appear in this column.
Client Since Date The 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.

Filter Description
Client Status Use this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.
Signed Business Contracts Use this filter to determine which clients to include in the report based on whether they have any outstanding unsigned business contracts.
Client Types Use this filter to determine which clients to include in the report based on their client type.
Achieve Users Use this filter to determine which clients to include in the report based on whether they use the Achieve Client App
Gender Use this filter to determine whether to include clients in the report based on the gender specified in their profile.
Subscribed to news and updates Use this filter to determine which clients to include in the report based on whether they are subscribed to news and updates.
Signed Liability Waiver Use this filter to determine which clients to include in the report based on whether they have signed your online waiver.
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.
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.
Was this article helpful?
(39 out of 42 people found this article helpful)
Still need help? Contact us
Cancel