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Client List Generator Overview

Updated

Table of Contents

  1. Viewing the Custom Report Generator
  2. Using the Custom Report Generator
  3. Adding Filters
  4. Deleting Filters
  5. Information Exported to CSV

How to View the Custom Report Generator for Clients

  1. Click on the Clients component
  2. Click on the Reports tab
  3. Click on the Client List Generator button 
    1. Client LIst Generator.png

How to Use the Custom Report Generator

The Custom Report Generator uses one or more filters to create a list of clients.  All filters have the following properties:

  • Type - This property is the type of data that is used to filter the clients list.
  • Qualification - This determines how to evaluate the filter.  In other words, does the client have the value or not?

Some filters will optionally have the following values:

  • Filter Value - This is used by Tag, Date Type, and Calendar Type and allows you to select the value to filter on
  • Start Date - This is used by Invoice, Estimate, Event, and Purchased Products and allows you to specify the start of the time frame you want to look at.
  • End Date - This is used by Invoice, Estimate, Event, and Purchased Products and allows you to specify the end of the time frame you want to look at.
Once filters are added to the Custom Report Generator they are interpreted using AND logic.  In other words, the data is filtered finding those clients that qualify for filter #1 AND filter #2 AND filter #3 etc....  At this time there is no way to use OR logic in the Custom Report Generator.
 

How to Add a Filter

  1. Open the Custom Report Generator using the instructions above
  2. Click the Add Client Filter button
    1. Add Client Filter.png
  3. Select the Type of filter you want to use
  4. Select the Qualification you want to filter with
    1. The first filter you create must be a Has filter to get the initial list of data to filter on
  5. Select either a Filter Value or a Time Frame or (in the case of Purchased Products) both
  6. Click the Save button
  7. Click the Generate List button to view the list of data. You can click the edit icon next to individual client's names or you can use the Export button to export the data to CSV or copy it to a new Marketing Campaign

How to Delete a Filter

To delete a filter, simply click the delete icon next to the filter you want to delete

  • Delete.png

Information Exported To CSV

  • The following information is exported out to csv
    • Gender
    • Business Name
    • Title
    • First Name
    • Last Name
    • Suffix
    • Street
    • City
    • State
    • Zip/Postal Code
    • Country
    • Email
    • Home Phone
    • Work Phone
    • Cell Phone
    • Client Number
    • Comma Separated List of Tags
    • Notes
    • Client Pipeline Stage Name
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Custom Field 6
    • Last Modified Date and Time
    • Twitter
    • Facebook
    • Google Plus
    • Pinterest
    • LinkedIn
    • Flickr
    • Instagram
    • Website
    • Blog
    • Comma Separated List of Relationships
    • Comma Separated List of Relationship Types
    • Birthday
    • Anniversary