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NEW - Active Client List including Birthdates

  • Updated

Premium Reports powered by Looker can be downloaded, saved or scheduled to be delivered to your inbox. For more information, please visit our Help Center article on Scheduling Data Deliveries

Steps for Setting up this Report

  1. Click on the bar graph in the upper right hand corner.
  2. Select Premium Reporting
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  3. From the left side menu, choose Clients & Staff.
  4. Select the New Clients - Last 7 Days report.
  5. Click on the in the upper right hand corner. 
  6. Choose Explore from here.
  7. Click on the arrow to open up the filters. 
  8. Scroll down to People Created Date filter.
  9. Click the X to remove it these filter.
  10. Choose Run in the top right hand corner.
  11. This will display all of your active clients including Client Date of Birth.

 

Note

Modifying Report

To add fields, select All Fields. This will show you the list of all the fields to be added to this report. The ones highlighted in blue have been added to the report. To add additional ones, click on the fields name. After selecting all the fields, choose Run.