Client Demographics Report

Owned by Danielle Lau
Last updated: Dec 21, 2023

This report is a way to pull information from client profiles into an excel spreadsheet including: First/Last Name, Location assigned, Status, DOB, Address, etc.

Step

Description

Good To Know

Step

Description

Good To Know

How to Access

Go to Reporting Dashboard>Client Report section

Select “Client Demographics”

  • 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

  • Location (Company Account Locations)

  • Client Name

 

  • 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