Client Reports

Client List Report

The client list report allows you to get a listing of clients in the system. You can filter the report by sign-up date, zip code, first and last name, etc.

Client Balance Report

The client balance report will give you a listing of the current balances of all the clients in the system. You can filter the report by a specific amount range, first and last name, email, etc.

Client Waiver Report

The client waiver 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, date completed, the waiver name, etc.

Client Notes Report

The client notes report will give you a listing of all the client notes in the system. You can filter the report by creation date, the first and last name, the user who created it, etc.

Client Credits Report

The client credits report will give you a listing of all the clients who have package credits on their account. You can filter the report by the creation date, the first and last name, if the credit is used or not, etc.