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Client Reports Overview

Updated

Overview

This tutorial provides an overview of the different reports available in the clients section. 

Table of Contents

  1. Accessing the Client Reports Page
  2. Report Tool Tips
  3. Lead Conversion Reports
  4. Tag Reports
  5. Client Exports
  6. Additional Export Options
  7. Client List Generator
  8. Referral Reports
  9. Client Date Types Reports

How to Access the Client Reports Page

  • Click on the Client component
  • Click on the Reports tab

Report Tool Tips

All the client reports include tips. If you move your cursor over the button it will provide a short explanation regarding that report's usage.

Lead Conversion Reports

  • View Leads Per Day
    • This report shows you the total leads created per day, their referral source, and a referral summary
  • View Leads Per Week
    • This report shows you the total leads created per week, their referral source, and a referral summary
  • View Leads Per Month
    • This report shows you the total leads created per month, their referral source, and a referral summary
  • View Leads Per Year
    • This report shows you the total leads created per year, their referral source, and a referral summary
  • View Leads Conversion %
    • This report shows you the total leads in the specified time frame, how many of them are booked, and the conversion rate.
  • View Lead Life Cycle Report
    • This report provides a list of leads and their path from client to booked session
  • View Leads Based On Employee
    • This report provides a breakdown of leads based on employee

Tag Reports

  • Invoices by Client Tag
    • This report shows you the invoices based on the clients tag
  • Payments by Client Tag
    • This report shows you the payments based on the clients tag
  • Clients Not Tagged Report
    • This report shows you a list of clients that are not tagged.

Clients Exports

  • Export All Clients To CSV
    • These reports exports all clients, prospective clients, or leads to a csv file.
  • Export Clients in Timeframe to CSV
    • These report exports all clients, prospective clients, or leads in a specific timeframe to a csv file.

Additional Export Options

  • Export Clients By Calendar Type
    • This report will export out clients that are part of an event with a specific calendar type
  • Export Clients by Organization
    • This report will export the clients that are part of one or more organizations
  • Export Clients by Birthday
    • This report will export out the clients based on their birthday
  • Export Clients by Anniversary
    • This report will export out the clients based on their anniversary
  • Export Clients by Relationship
    • This report will export out the clients based on their relationship
  • Export Top/Bottom Paying Clients
    • This report will export the top or bottom number of paying clients based on their invoices
  • Export Clients by Invoice Amount
    • This report will export out the clients that have an invoice total greater than the selected amount
  • Export Clients by Payment Amount
    • This report will export out the clients that have payments greater than the selected amount

Client List Generator

  • Client List Generator
    • The client list generator lets you run custom queries on StudioCloud's database. 
    • The client lists can be exported to CSV, exported to marketing campaigns, exported to payment reports, or exported to sales reports.

Referral Reports

  • View Referral Summary
    • This table shows you a breakdown of your referrals including the specific clients referred as well as the revenue they have generated

Client Date Types Reports

  • View Clients With Dates
    • This option generates a list of clients based on a specific date type. For example, a list of clients with birthdays next month.