Client Index Reporting
Client Indexes reporting
What does the Client Indexes report show?
This report will allow you to see how many of your clients belong to each client index. You must be using the Client Index feature in order to see this report. To learn more about this, click here.
With this report you can:
- Keep tabs on many of your clients fall into which categories.
How do I use this report?
If, for example, you've set up a client index called "Goals" to track your clients' fitness goals, you might set up and assign indexes called "Weight loss," "Improved flexibility," and "Muscle building" to your clients. This report would let you track the popularity of each goal, so you could tailor your class offerings to match them.
New to the report
Read over the Client Indexes article first before creating this report. It will show you how to create, setup, and use Indexes and Index Values necessary to run this report.
Things to know
- Make sure that you've created at least one client index with values, and assigned that index and value to at least one client.
First run instructions
Go to the Reports tab and choose Clients from the tabs on the left.
To narrow the list, select Marketing from the filters and then click Client Indexes to open the report.
On the far left, use the dropdown box next to the word "Index" to choose one of your client indexes to view.
Choose Home Location.
Choose View By.
Choose Rep.
Check whether to "Include Inactive Indexes" or "Unassigned Clients and Inactive Clients."
Check if searching for tagged clients only.
Click on the Generate button. To learn more about the report's results, read the Understanding the results section below.
For more information about the filters and terminology featured in this report, click here.
Familiar with this report
If you’re familiar with the Client Indexes report, you can find quick run instructions, information about the results, and the terminology featured in this report below.
Things to know
- Once the report is generated you will have the ability to export, tag, save and print the report. For more information on tagging data, click here.
Locate and generate
- Go to the Reports tab and choose Clients from the tabs on the left.
- Scroll down and click Client Indexes to open the report. You can always use the search bar at the top right to search for Sales by name. If it's a report you use often, then consider making it one of your favorites.
- Choose all your filters
- Click Generate to run the report.
For more information about the filters and terminology featured in this report, click here.
Understanding the results
Once you click on Generate, the report lists all of the values for the Index you selected. You will see how many clients belong to each value in the index.
Related articles
- Client Indexes
- Client Indexes and Client Index values (video tutorial)
- Reports Explained
- Staff Permissions - Reports - Reports
- Client Indexes and Client Types FAQ
Filters and terminology
Report filters
Name - Definition.
Index - These are the client indexes that you have set up (e.g. Age).
Index value -
These are the values for the client index you just selected (e.g. 0-12, 13-18, 19-29, 30-50, 50+).
Home location - You can run the report for all of your locations or for just the ones you choose here.
View by - Alphabetical: With this one, the results will be sorted alphabetically (A-Z). Even if the values are numbers, it will sort them from smallest to largest with this setting.
View by - Descending: If you choose Descending, the results will be sorted with the index values containing the most clients at the top of the list. Index values with the fewest clients will be at the bottom.
Rep - Choose from the dropdown menu to run the report for all reps at once, just clients without an assigned rep, or a specific sales rep only.
Include inactive indexes - If you check this box, the report will include indexes that are deactivated.
Include unassigned clients - If you check this box, then the report results will include clients that have not been assigned any index values.
Include inactive clients - If you check this box, then the report will list clients that have been deactivated, or practically deleted, from your system. Click here to learn more about inactive clients.
Tagged clients only - Check this box to include only tagged clients in the report's results. Click here to read about tagging.
Generate - This button makes the report appear on the page.
Report terms
Index Value - This is a breakdown of the Index values you created for those Indexes.
Clients - The number of clients part of those values.
Perfect - Percent of clients part of those values.