To view the Clients by Registration Date Report, click the App Drawer button then click View All > Reports > Clients by Registration Date.

The Clients by Registration Date Report is a client report that 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. The summary cards at the top of the page provide an overview of the key information in the report.

Summary cards in the Clients by Registration Date 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 holders.
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 Clients by Registration Date Report

Heading name	Description
Imported	Indicates whether the client’s data was imported from previous software.
First Name	The first name of the client.
Last Name	The last name of the client.
Username	The email address the client uses to log in.
Phone Number	The cell phone number of the client.
Home Phone Number	The home phone number of the client.
Work Phone Number	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 or postal code of the client.
Location	The business name of the client’s home location.
Client ID	The ID of the client.
Referred by	The name of the client who referred this client. If this client was not referred by anyone, this column will be blank.
Status	The account status of the client. The options are Activated and Deactivated.
Client Type	The client type associated with the client’s account.
Notes	If there are any alerts on the client’s profile, an icon will appear in this column. Hover over the icon to see the details of the alert.
Belt	If your business type is set to martial arts, the client’s belt will appear in this column.
Client Since Date	The registration date of the client.

Advanced filters in the Clients by Registration Date 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 Activity	Use this filter to determine whether you want to view client activity that has occurred during your business’s lifetime with WellnessLiving or over the past year.
Client Status	Use this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.
Business Contracts	Use this filter to determine which clients to include in the report based on whether they have any unsigned business contracts.
Client Types	Use this filter to determine which clients to include in the report based on their client type.
Edited Purchase Options	Use this filter to determine which clients to include in the report based on whether they have Purchase Options that have been individually modified.
Client Groups	Use this filter to determine which clients to include in the report based on their client group. Note: This filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
Gender	Use this filter to determine whether to include clients in the report based on the gender specified in their profile.
Home Location	Use this filter to determine which clients to include in the report based on the home location associated with their profile. This filter will only search for active locations, deactivated locations will not be displayed.
Subscribed to News and Updates	Use this filter to determine which clients to include in the report based on whether they are subscribed to news and updates.
Signed Online Waiver	Use this filter to determine which clients to include in the report based on whether they’ve signed your online waiver.
Achieve Users	Use this filter to determine which clients to include in the report based on whether they use the Achieve Client App.
Isaac Churn Risk	Use this filter to determine which clients to include in the report based on whether they have the potential to stop purchasing products and services at your business.