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Step | Description | Good To Know |
|---|
How to Access | Go to Reporting Dashboard>Client Report section Select “Client Demographics”  | |
Report Filters | Use any of the 3 filters to customize the data that will be exported: Staff status (Active and Inactive) Location (Company Account Locations) Staff Name (Active and Inactive)
 | All filters contain a search bar to search for specific options By default, the client status filter is set to “active” By default, the location filter selects all locations By default, client name selects all active clients If “inactive” is selected in client status, all inactive clients will also be selected in client names
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Exporting | Clicking “export” will generate an excel file that will download to your computer  | |
Mapping: Where is the data in the export coming from | Detailed information on what client demographics information is pulled into the export and where it is located can be found here: /wiki/spaces/BP/pages/3571679267 | |