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 report is accessible through both the Enterprise Status Report and the reports menu and 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 side menu or in the list, click Enterprise Status Report. Your 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 side menu or in the list, click Enterprise Client Detail. Your Enterprise Client Detail Report is displayed.

Headings in the Enterprise Client Detail Report:

HeadingDescription
DATEThe date the client registered an account with your business.
CLIENTThe name of the client. You can click the client’s name to be taken to their client profile.
HOME LOCATIONThe home location of the client.
CLIENT TYPEThe client type of the client.
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