To access the Client Details Report, click the App Drawer button then click View All > Reports > Clients > Client Details.

The Client Details Report is a client report that displays profile details of all clients who joined your business during the selected date range. Profile details include contact information, client ID, home location, custom client fields, and more. The summary cards at the top of the page provide an overview of the key information in the report.

Note: When a profile is merged into another, it may still appear in client reports for up to 20 minutes as the UID of the merged profile is removed from the system.

Summary cards in the Client Details Report

In addition to the summary cards listed in the table below, summary cards corresponding to any custom client types you have created will also be available.

Summary card	Description
Active Pass Holder	The total number of clients who joined your business during the selected date range and are currently active pass holders.
Active Member	The total number of clients who joined your business during the selected date range and are currently active members.
Inactive Pass Holder	The total number of clients who joined your business during the selected date range and are currently inactive pass holder.
Inactive Member	The total number of clients who joined your business during the selected date range and are currently inactive members.
Prospect	The total number of clients who joined your business during the selected date range and are currently prospects.
Total	If no clients joined your business during the selected date range, this card will display a zero.

Headings in the Client Details Report

In addition to the headings listed below, any custom client fields you have created will also be displayed in this report.

Heading name	Description
First Name	The first name of the client.
Last Name	The last name of the client.
Email	The email address of the client.
Cell Phone	The cell phone number of the client.
Home Phone	The home phone number of the client.
Work Phone	The work phone number of the client.
Birthday	The birth date of the client.
Gender	The gender of the client.
Address	The address of the client.
City	The city in which the client lives.
Zip/Postal Code	The zip/postal code of the client.
Location	The business name of the client’s home location.
Member	The ID of the client.
Referrer	The name of the client who referred this client. If the client was not referred by anyone, this column will be blank.
Status	The client’s client type.
Vaccination Status	The client’s vaccination status. This heading is only displayed if the Show client vaccination status option is set to ON in your business policies.

Advanced filters in the Client Details Report

In addition to the filters listed in the table below, filters corresponding to any custom client fields you have created will also be available.

Filter	Description
Client Types	Determines which clients to include in the report based on their client type.
Client Groups	Determines which clients to include in the report based on their client group.
Gender	Determines whether to include clients in the report based on the gender specified in their profile.
Edited Purchase Options	Determines which clients to include in the report based on whether they have Purchase Options that have been individually modified.
Client Status	Determines which clients to include in the report based on whether they currently have an active Purchase Option.
Fields	Determines which client profile fields to include as columns in the report.