Visit Totals per Client Report
Within our Workout Software, you have the ability to customize and generate a report listing all active clients and the total number of visits. Follow the instructions below.
This guide will walk you through the steps to generate and customize the Visit Totals per Client Report.
1. Account
Navigate to the “Account” section.
2. Reports
Access the “Reports” tab.
3. Attendance
Select the “Attendance” tab.
4. Visit Totals Per Client
Click on “Visit Totals Per Client” link. This report lists all active clients and the total number of visits for the given time frame. Total Visits does not include cancelled and no-show visits
5. Date Range
Select the date range for your report.
6. Session Time or Booked
Choose between “Date Filters by Session Time” or “Date Filters by Time Booked”.
7. Select Filters
You can filter by service, staff member, location, package used, specific client and visit status to create filter combinations for your report.
8. Generate Report
Generate or refresh the report data.
9. Customize Report
Click on “Customize Report”.
10. Report Fields
You can enable or disable fields. Click Save.
11. Export
You can also export the report.
This guide covered the process of customizing the Visit Totals per Client Report.
