Client Reports

Last Updated: Jun 30, 2014 09:13AM CDT

Client List Report

The client list report allows you to get a listing of clients in the system. You can filter the report by client zip code and/or sign-up date. 
 

Client Transaction Report

This report will give you a listing of the client transactions in the system. You can filter this report by payment method, promo code, transaction type and/or transaction date. This report is helpful for getting a daily listing of payments for cash reconciliation, etc.
 

Client Balance Report

This client balance report will give you a listing of the current balances of all the clients in the system. You can then sort by balance to see who owes you money, for example.
 

Client Waiver Report

This report will give you a listing of the waivers the clients have 'signed' in the system. You can filter the report by the type of waiver and/or date completed. 
 

Client Class Report

This report will give you a listing of clients who have taken particular classes. You can filter the report by course, instructor, location, sign-up date and/or class start date. This is a great report for seeing clients who have taken a specific class or clients who attend classes at a particular location.

 

Search





Contact Us

Contact us
5c736936187d8f2c9869b11674d2be99@dogbizpro.desk-mail.com
http://assets0.desk.com/
false
dogbizpro
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete