Clients Report

All of your data is continuously, automatically backed up to our servers. However, some businesses like to keep a hard copy of their client database.  The Clients Report will provide you with the ability to save the data to an Excel spreadsheet. 

1.    Proceed to: Reports
2.    Click Clients (Under General)
3.    Choose from one of the Filter Types
 

Birthday - Birth Month
Service Provider - From Date & To Date OR Since Date - Service Provider visited
Appointment - From Date & To Date OR Since Date
No Service - From Date & To Date OR Since Date
Service - From Date & To Date OR Since Date - Service received
Product - From Date & To Date OR Since Date - Product purchased

4.    Click Export

Report will be immediately exported into Excel for your viewing, and in order to save file to your device