Client Indexes Report

• Index - These are the Client Indexes that you have set up (e.g. Age)
• Index Value - These are the values for the Client Index you just selected (e.g. 0-12, 13-18, 19-29, 30-50, 50+)
• Home Location - You can run the report for all of your locations or for just the ones you choose here.
• View By -
  • Alphabetical - With this one, the results will be sorted alphabetically (A-Z). Even if the values are numbers, it will sort them from smallest to largest with this setting.
  • Descending - If you choose Descending, the results will be sorted with the index values containing the most clients at the top of the list. Index values with the fewest clients will be at the bottom.
• Include Unassigned Clients - If you check this box, the report will include Clients in the results that have not been assigned to any Index Values.
• Include Inactive Clients - If you check this box, the report will list clients that have been inactivated, or practically deleted, from your system. Click here to learn more about inactive clients.
• Tagged Clients Only- To learn about tagging click here
• Generate- This button makes the report magically appear on the page.

 

Once you click on Generate, the report lists all of the values for the Index you selected. You can see how many clients belong to each value in the index.

 

This report will make a lot more sense if you read the Client Indexes article by clicking here.