This Report shows Clients and what Service Type was used on an Appointment for them.
NOTE: This Report includes Archived Clients.
Set Report Parameters (Filter)
- Click Reports in primary navigation bar and click Clients Served under Clients section.
- Set Filters:
- Set Date Range.
- Click Run Report.
Note: Change the number of Clients shown per page (10, 25, 50 or 100) by clicking desired unit at top of report.
Read the Report
- You can Search the Report for a specific name or word. i.e. Client Name, Service Type, etc.
- Quick Report Statistic display at top.
- From left to right, you can see:
- The Client Name.
- The Service Types listed on this Client's Appointments.
Once you have run the Report, you can copy or download the CSV, Excel, and PDF version directly to your computer.
- Click the CSV and PDF button on the upper right tab.