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      Clients Not Seen Report

      Description

      This report shows the list of clients with appointments after a specified date but that have not had an appointment since a specified date.

      This allows reporting on clients that have had an appointment but chose, for whatever reason, not to book for subsequent appointments.

      Running the Report

      • Go to Reports >> Reports and select Quality from the Report Category list.
      • Then select Clients Not Seen Report in the Report to Run list.
      • Set up the filters to select the data to be run for the report.
      • Click on Run Report to generate the report.

      Filters

        TYPE DESCRIPTION
      For Vendor

      This filter allows you to run the report for a specific Vendor.
      Run For

      This filter allows you to run the report for All Appointments or Class Appointments only.

      With Appointments On or After

      This filter allows you to run the report for clients with appointments on or after the date selected (in date picker).
      But Has No Appointments Since

      This filter allows you to run the report for clients who do not have appointments since the date selected (in date picker).

       

      The Generated Report

      From within the report, you can click edit to open the Client details.