To view the Client Analysis Report, click the App Drawer button then click View All > Reports > Attendance > Client Analysis.
The Client Analysis Report is an attendance report that displays an overview of each of your clients’ attendance. With this report, you can gain a better understanding of each client’s activity and leverage that information into better, personalized marketing.
Summary cards in the Client Analysis Report
The summary cards at the top of the page provide an overview of the key information in the report.
Summary card | Description |
Clients | The total number of clients that visited your business during the selected date range. |
Avg Visits Per Client | The total number of client visits compared to the total number of clients during the selected date range. |
Attended | The total number of clients who attended services during the selected date range. |
Booked | The total number of clients with booked services during the selected date range.
After the scheduled time for an upcoming booked service has passed, it will move to either the Late Cancels, No Shows, or Attended summary card. |
Late Cancels | The total number of clients marked as a late cancel during the selected date range. |
No Shows | The total number of clients marked as a no-show during the selected date range. No-shows are clients who missed a service without cancelling it. |
Lifetime Visits | The total number of client visits for all services across your business’s lifetime. This number only includes client visits where the attendance record is marked as Attended.
Note: The total in this summary card always represents the total visits of all your clients. Applying filters to the report won’t change this number. To see the lifetime visits for an individual client, view that client’s attendance history. |
Headings in the Client Analysis Report
Heading | Description |
Client | This column displays the name, email, and profile image of the client.
Details such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more. |
Status | This column displays the client’s status at your business, based on the associated client type. |
Visits | This column shows how often the client has visited your business, booked a service, late canceled a service, and no-showed a service, in that order.
These numbers are influenced by date range filters on the report. |
Location | This column displays the last location that the client visited. |
Last Visit | This column displays the last service that the client attended at one of your locations, along with the date, time, and staff member for that service.
The Last Visit column is not affected by any date range filter on the report. |
Advanced filters in the Client Analysis Report
Filter | Description |
Client Status | Determines which clients to include in the report based on whether they currently have an active Purchase Option. |
Client Groups | Determines which clients to include in the report based on their client group. |
Locations | Determines which locations to include in the report. |
Start Time Range | Determines which client visits to include in the report based on the specific time range during which they occurred. |
Day of the Week | Determines which client visits to include in this report based on the day(s) of the week they occurred. |
Classes | Determines which classes to include in the report. |
Events | Determines which events to include in the report. |
Appointments | Determines which appointment types to include in the report. |
Gym Visits | Determines whether gym visits will be included in this report. |
Client Types | Determines which clients to include in the report based on their client type. |
Staff | Determines which staff members to include in the report. |