Client Reports

Click on the links to jump to a report!

Bounced E-Mail Addresses Report

Campaign Statistics Report

Client Formulas Report

Client On Account Report

Client Referral Tree Report

Client Referrals By Client Report

Client Referrals by Employee Report

Clients by Birthday Report

Clients by First Visit Report

Clients by Last Visit Report

Clients by Lead Source Report

Client Name/Address List Report

Injections Report

Loyalty Points By Client Report

Mailing Labels Report

Review Client Data Report

Treatments Report

Bounced E-Mail Addresses Report

The Bounced E-Mail Addresses report is available in the Ultimate edition of Envision Cloud. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

The Bounced Email Addresses report allows you to see which email addresses are not successfully receiving emails from your email campaigns. This report is a great tool to ensure your clients' records are updated and correct. Your email campaigns have the opportunity to reach more people if you're able to correct mistakes that aren't allowing your emails to reach your clients.

Options Include:

  • Sort By Options

This report displays the following information:

  • Bounced E-Mail
  • Client 
  • Mobile 
  • Phone 
  • New E-Mail

Report Example:

bounced_email_report.png

Campaign Statistics Report

This report shows information about marketing campaigns sent. The statistics are updated in real-time, so choosing to view these at a later time will show updated statistics. The Campaign Statistics report allows your business to analyze your campaigns, which can help with decision-making for future campaigns. 

Options Include:

  • Date Sent Date Range Selection
  • All or Single Campaign

This report displays the following information:

  • Campaign Name
  • Date Sent
  • Number Sent
  • Number Delivered
  • Number Bounced
  • Number Opened
  • Number Drops
  • Number Unsubscribed

Report Example:

camp_stats.png

Client Formulas Report

This report shows client formulas as entered from the Appointment Schedule or in the Formula List. This report is helpful, as it allows you to view multiple formulas quickly when working with a client or preparing for an upcoming appointment. 

Options Include:

  • All Dates or Date Range Selection
  • All or Single Client
  • All or Single Employee
  • Team Selection (Ultimate Only) 
  • All or Single Service 
  • Active, Inactive or All Client Selection
  • Sort By Options

This report displays the following information:

  • Formula Description
  • Date
  • Client
  • Service
  • Notes

Report Example:

client_formulas_report.png

Client On Account Report

The Client On Account report is available in the Preferred & Ultimate editions of Envision Cloud. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

The Client On Account report shows payments made to and balances due on client accounts. This allows you to easily access and track client payments and outstanding charges.

Options Include:

  • Detail or Summary 
  • All or Single Client
  • Balance Due, Credit or Both
  • Sort By Options

This report displays the following information:

  • Client Name
  • Ticket Number (Detail)
  • Payment Date & Time (Detail)
  • On Account Amount

Report Example:

client_on_account_summary_.png

Summary 

Inkedclient_on_account_detail_LI.jpg

Detail 

Client Referral Tree Report

This report is available in the Preferred & Ultimate editions of Envision Cloud. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

This report shows a visual breakdown of referrals made by a single client and the money earned by those referred clients. This report is useful to see the value of referrals by specific clients.

Options Include:

  • Single Client Selection

This report displays the following information:

  • Client Name
  • Amount Spent by Client
  • Amount Spent by Referred Clients

Report Example:

client_referral_tree.png

Client Referrals By Client Report

This report shows referrals made by clients, as well as the referred client's name. Referrals must be entered on the new client's profile to show in this report. This report is helpful to find customer names if you offer an incentive to clients who make referrals.

Options Include:

  • All Dates or Date Range Selection
  • All or Single Referring Client

This report displays the following information:

  • Referring Client
  • Referred Client
  • Initial Visit Date

Report Example:

client_referrals.png

Client Referrals by Employee Report

This report shows referrals made by employees, as well as the referred client. Referrals must be entered on the new client's profile to show in this report. This report is helpful to find customer names if you offer an incentive to employees who make referrals.

Options Include:

  • All Dates or Date Range Selection
  • All or Single Referring Employee
  • Team Selection (Ultimate Only) 

This report displays the following information:

  • Referring Employee
  • Referred Client
  • Initial Visit Date

Report Example:

client_referrals_employee.png

Clients by Birthday Report

This report shows clients in order of their birthday as entered on the client profile. Use this report to reach out to clients to help celebrate their birthday if you are not sending automated birthday marketing (Preferred & Ultimate editions). Wishing your customers a happy birthday is a great way to build a client-business relationship!
 
Options Include:
  • All or Single Month
  • Active, Inactive or All Client Selection
  • Sort By Options
 
This report displays the following information:
  • Birthday
  • Name
  • Address
  • City
  • State
  • Postal (Zipcode)
  • Home Phone
  • Mobile Phone
  • Email
 
Report Example:
client_birthday.png
 

Clients by First Visit Report

This report shows clients in order of their first visit date. This date comes from the first sale for the client. This report is useful to reach clients who are new to your business in a date range.

Options Include:

  • First Visit Date Range Selection
  • Active, Inactive or All Client Selection

This report displays the following information:

  • First Visit Date
  • Name
  • Address
  • City
  • State
  • Postal (Zip code)
  • Home Phone
  • Mobile Phone
  • Email

Report Example:

client_first_visit.png

Clients by Last Visit Report

This report shows clients in order by their last visit date. This date comes from the client's latest sale. Use this report to view clients who recently visited. 

Options Include:

  • Last Visit Date Range Selection
  • Active, Inactive or All Client Selection

This report displays the following information:

  • Last Visit Date
  • Name
  • Address
  • City
  • State
  • Postal (Zipcode)
  • Home Phone
  • Mobile Phone
  • Email

Report Example:

client_last_visit.png

Clients by Lead Source Report

This report shows clients grouped by the lead source entered in the client profile. This report is helpful to find out how clients heard about your business in your selected date range and can be used to find the most effective advertising methods for your business.

Options Include:

  • Date Range Selection
  • First Visit Date Selection
  • All or Single Lead Source
  • All or Single Lead Source Category
  • Active, Inactive or All Client Selection
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Lead Source
  • Location
  • Initial Visit Date
  • Client Name
  • Home Phone
  • Mobile Phone
  • Email

Report Example:

Inkedleadsource_by_client__1__LI.jpg

Client Name/Address List Report

This report shows client contact information as entered on the client profile. Using this report with a marketing filter can give you a list of specific clients with telephone numbers and email addresses.

Options Include:

  • Optional Client Filter Selection
  • Sort By Options 

This report displays the following information:

  • First Name
  • Last Name
  • Address
  • City
  • State
  • Postal (Zipcode)
  • Home Phone
  • Mobile Phone
  • Email

Report Example:

client_name_address_list.png

Injections Report

The Injections report is available in the MedSpa version of Envision Cloud. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

The report offers a wealth of information about injections performed at your MedSpa. By pulling this report, you can analyze different patterns or trends within injections. This report is based on treatments that are documented in the Treatment Screen. 

Options Include:

  • Date Range Selection
  • All or Single Client 
  • All or Single Compound
  • Lot #

This report displays the following information:

  • Date 
  • Client 
  • Compound 
  • Lot # 
  • Injection Site 
  • Amount 
  • UOM (Unit of Measure)
  • Employee
  • Notes

Report Example:

injections_report.png

Loyalty Points By Client Report

This report shows loyalty points per client, as earned by the loyalty program assigned to the client in the client profile. This report allows you to quickly reference information about a client's loyalty points!

Options Include:

  • All or Single Client
  • Sort By Options

This report displays the following information:

  • Client
  • Loyalty Program Name
  • Points

Report Example:

client_loyalty_points_by.png

Mailing Labels Report

Mailing Labels show the clients' mailing addresses. You can use this report to print the addresses onto labels to send marketing materials by mail!

Options Include:

  • Client Filter Selection
  • Label Format Selection
  • Margin Options
  • Sort By Options

This report displays the following information:

  • Name
  • Address
  • City
  • State
  • Postal (Zipcode)

Report Example:

client_mailing_labels.png

Review Client Data Report

With the Review Client Data report, important client information is just a few clicks away! This report can help a service provider learn a little bit about a client they haven't worked with before or help a cashier know which retails items to suggest when they check out. The possibilities are endless, but with this report, you can better serve your clients! 

Options Include:

  • Single Client Selection

This report displays the following information:

  • Demographic Information
  • Appointments
  • Sales History
  • Formulas
  • SMS messages 
  • Treatment Information (MedSpa)
  • Medication (MedSpa)
  • Membership Billing
  • Prepaids 
  • Gift Cards 

review_client_data_1.png

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review_client_data_2.png

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Treatments Report

The Treatments report and the Treatment Screen are available in the Medspa version of Envision Cloud. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

The Treatments report shows treatment information for clients. Treatment information must be entered on the Treatment Screen to show in this report. This report allows you to easily reference information about a client's treatment, progress, and more!

Options Include:

  • Date Range Selection
  • All or Single Client
  • All or Single Service 

This report displays the following information:

  • Treatment Record
  • SOAP Notes
  • Signatures

Report Example:

client_treatment_report.png

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