Visit Totals Per Client Report
Posted by
Support Team
on
October 10, 2024
— Updated on
April 6, 2025
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 how to generate the “Visit Totals Per Client” report.
1. Account
Navigate to the “Account” section.
2. Reports
Access the “Reports” tab in the expanded menu.
3. Visit Totals Per Client
Select the “Visit Totals Per Client” report.
4. Date Range
Click on the date range.
5. Select Date Range
Select a predetermined date range or customize using the calendar.
6. Date Filter
Select between “Date Filters by Time Booked” and “Date Filters by Session Time” from the drop down.
7. Filters
You can filter visits by location, service, staff member, specific client and visit status. The option to include or exclude zero visits is also available.
8. Refresh Report
Refresh the report and view updated data.
9. Export Option
To export the report, click on the export icon.
10. Import to Google Sheets
To import to Google sheets, click on the import icon to copy the function.
11. Customize Report
Click on the gear icon for report customization.
12. Report Fields
Enable or disable fields.
13. Save
Save the changes made.
This guide covered the process of generating the “Visit Totals Per Client” report.
