Support Reports
Visit Totals per Client Report

Visit Totals per Client Report

Posted by Support Team on October 10, 2024 ā€” Updated on October 10, 2024

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.

Account

2. Reports

Access the “Reports” tab.

Reports

3. Attendance

Select the “Attendance” tab.

Attendance

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

Visit Totals Per Client

5. Date Range

Select the date range for your report.

Date Range

6. Session Time or Booked

Choose between “Date Filters by Session Time” or “Date Filters by Time Booked”.

Session Time or 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.

Select Filters

8. Generate Report

Generate or refresh the report data.

Generate Report

9. Customize Report

Click on “Customize Report”.

Customize Report

10. Report Fields

You can enable or disable fields. Click Save.

Report Fields

11. Export

You can also export the report.

Export

This guide covered the process of customizing the Visit Totals per Client Report.

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