Client Report - Marketing Source
This report allows you view a breakdown of all your clients by the Marketing Source you have record in their client details.
To access this report, go to 'Dashboard' > 'Client' > 'Marketing Source'
- 'Ignore Dates' allows you run the report for all clients, instead of clients added between particular dates
- 'Client Groups' allows you to run the report for clients within particular groups
- 'Practitioners' allows you to run the report only for clients assigned to particular practitioners
- Defines the status of client files to either current, closed or both
- As above, the report provides a breakdown of the amount of clients assigned to each Marketing Source
- If you'd like to see which individual clients are assigned to each Marketing Source, press the 'CSV Export' button
Adam Kluga -