Question: How do I generate a list of active clients based on their last visit, payment, or date created prior to?
Answer:
Inactive Client Report
To find a list of active clients who have not visited or made a payment in a certain time frame, you can run the 'Inactive Client Report' to obtain this information. The report will return a list of clients who have values prior to the date entered.
Filters for the Inactive Client Report include:
- "Last Visit Date" (last appointment date)
- "Last Payment Date"
- "Date Created Prior To"
Running the Report
-
- Click on Home
- Click Reports
- Click on the edit pencil next to the Inactive Client Report.
- Click New Run
- Enter a Name
- Clear or enter appropriate date filters and add any other filters
- Click Generate
For example, entering a "Date Created Prior To" of 02/01/2021 will return all clients who were created before 02/01/2021.