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Enterprise Client Details Report (Enterprise Report)

Enterprise Client Details Report (Enterprise Report)

Updated over a week ago

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.

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