Client Demographics Report Tutorial

How to Access

Go to Reporting Dashboard>Client Report section

Select “Client Demographics”

Open

• User must have permission to “View Download Client Reports”

Report Filters

Use any of the 3 filters to customize the data that will be exported:

• Client status (Active and Inactive)

• Location (Company Account Locations)

• Client Name (Active and Inactive)

Open

• 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

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:

Client Demographics Mapping Document