Client Report Releases

Click on the links to jump to a release!

Added "Select Team" Employee Selection option 

Added detail option to the Client On Account report

Added Location filter to the Clients by Lead Source report

Added Date of Birth and Treatment Date to the Treatment report

Added Bounced Email Addresses report 

Added Sort By options to the Client Formula report 

Added "Select Team" Employee Selection option (Ultimate Only)

DATE ADDED: 07/07/2020

  • The "Select Team" Employee Selection option has been added to the Client Formulas and Client Referrals by Employee reports.  This report filter allows you to pull information about clients based on a team of employees.
    • Employee Selection > Select Team 

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Added detail option to the Client On Account report

DATE ADDED: 05/06/2020

  • Added a detail option to the Client On Account report. The Client On Account Detail report included individual transaction information from when the On Account feature was used compared to the Client On Account Summary report which just displays clients' account balance or credit.  
    • Reports > Client Reports > Client On Account > Report Type Selection

client_on_account_detail_report.png

Added a Location filter to the Clients by Lead Source report

DATE ADDED: 02/19/2020

  • Added a Location filter to the Clients by Lead Source report, which allows businesses with multiple shops to filter their Lead Source report by their locations. This is a valuable feature as it can guide your marketing tactics based on what's bringing customers to specific locations. 
    • Reports > Client Reports > Clients by Lead Source > Company Selection 

 locationfilter.png

  

Added Date of Birth and Treatment Date to the Treatment report

DATE ADDED: 02/18/2020

  • Added Date of Birth and Treatment Date to the Treatment report, creating a more detailed look at the treatments your MedSpa has performed.
    • Reports > Client Reports > Treatments 

treatmentreport.png

 

Added Bounced Email Addresses report

DATE ADDED: 2/11/2020

  • Added the Bounced Email Addresses report for Ultimate users, which allows you to see which email addresses are not successfully receiving emails from your email campaign. 
    • Reports > Client Reports > Bounced E-mail Addresses 

 

bouncedemailReport.png

 

Added Sort By options to the Client Formula report 

DATE ADDED: 01/06/2020

  • Added additional Sort By options for the Client Formula report, allowing for easier navigation of the client formulas! 
    • Reports > Client Reports > Client Formulas > Sort By 

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Added the Injections Report

DATE ADDED: 04/01/2019

  • Added the Injections report (MedSpa Only). This report gives you the options to see injections filtered by date, client, compound, and lot number. The report offers a wealth of information about injections performed at your MedSpa.
    • Reports > Client Reports > Injections 

injections_report_options.png

injections_report.png

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