Client-specific reports provide relevant information for your business and clients. They can be used for marketing, customer retention, and more, with advanced filters available as needed.
For information about other report types, see Reports.
Report | Description |
Displays a list of clients who joined your business during the selected date range, including an overview of their profile information, client type, and any personalized notes. | |
Displays a list of clients whose accounts have a negative balance during the selected date range.
From this report you can invoice and charge clients for their negative balances. | |
Displays a list of clients who qualify for promotion to a new belt level based on the conditions you’ve set during the selected date range. | |
Displays all appointment and asset bookings requested during the selected date range. This report is displayed on your dashboard. | |
Displays the 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. | |
Displays the reviews left by clients for your business during the selected date range. | |
Displays all client type conversions at your business, including conversion dates, as well as the original and converted Purchase Options, during the selected date range. | |
Displays a list of clients who haven’t attended services at your business for a certain amount of time.
This report can be used to organize and send automated marketing campaigns to engage at-risk clients. | |
Displays a list of clients sent to collections during the selected date range.
Clients are automatically sent to collections when they have a negative account balance beyond the provided grace period. By default, this grace period is 90 days, but can be changed by contacting Aldous.
This report is only available for businesses that have signed up for Collections. | |
Displays a list of clients who were removed from collections because they have already made a payment to Aldous & Associates during the selected date range.
This report is only available for businesses that have signed up for Collections. | |
Displays a list of clients who were removed from collections because they have already made a payment directly to your business during the selected range.
This report is only available for businesses that have signed up for Collections. | |
Displays your business’s contact history during the selected date range, including interactions with your clients. For more information about this page, see Client’s contact history. | |
Displays a list of clients who may have more than one account registered with your business. | |
Displays a list of clients with expiring or expired credit cards during the selected date range. | |
Displays a list of clients with expiring Purchase Options during the selected date range.
This report can be used to organize and send automated marketing campaigns to engage clients. | |
Displays a list of clients who visited your business for the first time during the selected date range.
This report can be used to organize and send automated marketing campaigns to engage new clients. | |
Displays all leads added manually or captured using the Lead Capture Widget and lead capture automated marketing campaigns during the selected date range.
This report can be used to organize and send automated marketing campaigns to engage prospective clients. | |
Displays a list of clients who have been transferred to one or more Enterprise Locations.
This report can also be used to transfer clients between Enterprise Locations. | |
Displays client birthdays occurring during the selected date range. |