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'

 

  1. 'Ignore Dates' allows you run the report for all clients, instead of clients added between particular dates
  2. 'Client Groups' allows you to run the report for clients within particular groups
  3. 'Practitioners' allows you to run the report only for clients assigned to particular practitioners
  4. 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 -

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