To view the Enterprise Client Details Report, click the App Drawer button then click View All > Reports > Enterprise Reports > Enterprise Client Details.
The Enterprise Client Details Report is an enterprise report that displays the profile details of all clients who registered at your Enterprise Headquarters during the selected date range, such as contact information, client IDs, home location, and more.
Summary cards in the Enterprise Client Details Report
Summary card | Description |
Total | The total number of clients registered at your corporate enterprise during a selected date range. |
Client type | The total number of default and custom client types during a selected date range. Client types are designations automatically assigned to clients based on the passes and memberships they’ve purchased. |
Headings in the Enterprise Client Details Report
Heading | Description |
Client Since Date | The date the client registered an account with your business. |
Business ID | The business ID of the enterprise location. |
User ID | The client ID of the client that is registered at your business. |
Client | The name of the client. You can click the client’s name to review their profile. |
Location | The home location of the client. |
Provider | The name of the insurance and benefits provider. This option is only available to a Curves franchise location. |
Client Type | The client type of the client. |
Advanced filters in the Enterprise Client Details Report
Filter | Description |
Country | Use this filter to determine which clients to include in the report based on the country in which they are located. |
Region | Use this filter to determine which clients to include in the report based on the region in which they are located. This filter is only available if you have set up enterprise regions for your business. |
State/Province | Use this filter to determine which clients to include in the report based on the state or province in which they are located. |
Locations | Use this filter to determine which clients to include in the report based on their home location. |
Client Types | Use this filter to determine which clients to include in the report based on their client types. |
Providers | Use this filter to determine which clients to include in the report based on their insurance and benefits provider. This filter is only available to a Curves franchise location. |