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scpcljculler is not online. Last active: 9/13/2022 12:56:01 PM scpcljculler
Joined: 10 Aug 2017
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Client Reports
Posted: 10 Aug 2017 02:33 PM
I would like to be able to pull a list of clients who have visited us within specific dates that includes phone numbers and addresses.

Is that a report?
ashleighg is not online. Last active: 6/7/2024 5:55:15 PM ashleighg
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Re: Client Reports
Posted: 10 Aug 2017 02:39 PM
Hi scpcljculler,

It's great to hear from you! I believe the best option for you would be to run the Unique Clients Served by Center Report. When you first open the report you can change the "View" to "List" and then enter your date range and View Report. This will provide you a non-duplicated list of every client who had a visit within the date range as well as their contact information.

If you have any other questions please don't hesitate in reaching out, have a GREAT day!

Blessings,
Ashleigh

scpcljculler is not online. Last active: 9/13/2022 12:56:01 PM scpcljculler
Joined: 10 Aug 2017
Total Posts: 10
 
Re: Client Reports
Posted: 10 Aug 2017 02:48 PM
Thanks!!!
brianp is not online. Last active: 6/20/2024 10:52:45 AM brianp
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Re: Client Reports
Posted: 10 Aug 2017 02:50 PM
In addition to Ashleigh's great recommendation, you can also run Client Visit Statistics (under Client Management/Statistics). There you can drill down on a total and check the box "show contact information" and export to excel.

Hope that helps!

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