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All Clients Totals Report Based on Client Profile

Solution

Learn about the All Client Totals report. This report is available to all staff.

Start Here

Click on the My Reports link in the Reporting section of the sidebar to access the All Clients Totals report.

Please note: All reports are generated using completed service forms only.

All Client Totals Based on Client Profile

This report provides information on Clients based on Client Profiles created in the time period selected. It includes information on clients that have a family code, are new or returning. 

Each item in the Client Profile is displayed in the report.

Most of the filter options for this report are located in the Show/Hide filter selection.

Filter Fields

The filter fields are the same for all reports.  For a description of the fields, click on Report Filter Fields.

You can run the All Client Totals Based on Client Profile Report separately for new and returning clients.

 

An Executed All Client Totals Report

 
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Article details
Article ID: 59
Category: Overview Reports
Date added: 2014-12-12 15:47:11
Views: 222
Rating (Votes): Article not rated yet (0)

 
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