Sample Premium Report - Client Milestones

Premium Reports powered by Looker can be 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
   
   
3. From the right side menu, choose Explores.
4. Under Clients & Staff, select the Clients report.
5. Remove all displayed fields by clicking on the gear icon and choosing Remove.
   
   
6. Select the following fields listed below:
   • Under Client, select First Name, Middle Name, Last Name and Email
   • Add Completed Visits

Setting up Filters for your Report

1. Add the follow filters.
   • Click on the filter icon for Client Status
     
     
   • Click on the filter icon for Completed Visits
2. Set Values for each Filters.
   • Client Status equals Active
   • Clients Complete Visits is equal to (# of visits for the milestone)

EXAMPLE: Running a report for Clients who have 10 Completed Visits