If you want to run a report that will show you the top spending clients for your practice, the Client Report will provide that information using the following settings.
- For the date range filter, you will only want to use the filter for Amount Spent Date Range.
- Enter your starting and ending dates.
- Click on Generate and the report will be created.
- It will display all of your clients based on the amount spent, highest to lowest.
- You can then export it to Excel and filter on the number of clients to get the top 100, 200, etc.
