Enterprise Client Detail Report

The Enterprise Client Detail Report is a sub-report of the Enterprise Status Report that displays the clients registered at your franchise business.

This article describes how to view the Enterprise Client Detail 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.

This report is only available to franchisor business accounts.

In this article:

    To view the Enterprise Client Detail Report through the Enterprise Status Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Enterprise Reports.
    4. On the Enterprise Reports menu, click Enterprise Status. The Enterprise Status Report is displayed.
    5. Click a number in one of the client type columns. The Enterprise Client Detail Report with filters set for that location and client type will be displayed.

    To view the Enterprise Client Detail Report through the reports menu:

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

    Headings in the Enterprise Client Detail Report:

    Heading Description
    DATE The date the client registered an account with your business.
    CLIENT The name of the client. You can click the client’s name to be taken to their client profile.
    HOME LOCATION The home location of the client.
    CLIENT TYPE The client type of the client.
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