The following client related reports are available:

  • Appointment History - Summarises and totals appointments over a particular date range. Results can be grouped by individual Clients or by different employees/resources. These results can also be filtered on different appointment types.
  • Client Birthdays - Shows clients who have upcoming birthdays within the selected date range.
  • Client Statistics - Categorises all Client into their relevant status and Client type.
  • Client Classification Breakdown - Categories clients who are a part of the selected classifications.
  • Client Referral Expires - Displays clients whose referral is expiring within the selected period.
  • New Clients - New Clients whose profiles have been created within a specified period. (ie who are my new Clients from the last week)
  • Inactive Clients - Displays active Clients who have not made an appointment since a specified date.
  • Membership Expiries - Lists clients memberships which are expiring in the selected period.
  • Medicare Followups - Displays a list of clients who have had 2, 5 or 6 appointments and require followup with medicare etc.
  • Source (How clients heard about us) - Breaks down how many new clients there were for each how-heard category.