 cece1971
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| Joined: 15 Sep 2008 |
| Total Posts: 4 |
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Inactive client files
Posted: 05 Mar 2009 09:12 AM |
| Aside from checking active or inactive is there any way to run a report from the client files with date of last appointment ? Does that make sense? |
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Re: Inactive client files
Posted: 05 Mar 2009 01:22 PM |
Cece-
Great question! Can you clarify exactly what you are trying to pull and the purpose so I can better understand what you are needing? Also, how are you currently trying to pull this data from the reports/statistics?
Looking forward to hearing from you.
Blessings,
Ashleigh
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cece1971
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| Joined: 15 Sep 2008 |
| Total Posts: 4 |
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Re: Inactive client files
Posted: 09 Mar 2009 12:14 PM |
Ashleigh,
We are trying to purge our client files by using a date....let's just say any client name since 1/2004....so we can generate a list of files that can be pulled out....
I have tried several differnt ways in the reports section, but have not had any luck. Am I missing something?
Casey |
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Re: Inactive client files
Posted: 10 Mar 2009 01:02 AM |
Casey-
Great question! I think this could be a possible solution to your dilemma at this point.
-Under the CLIENT MANAGEMENT tab select REPORTS
-select the report CLIENT FILES you can pull clients who were created within a certain time
period. For example "Date Created: From: 01/01/2004 To: 03/09/2009 You can also select
other filters that would apply (Active/Inactive, Center location, etc).
-When you are finished selecting your criteria you could select RUN REPORT.
-Once the list is generated you can click on FIRST NAME, LAST NAME, or any other
headers and organize to your preferences.
-Export to your preferred program (MS Word, MS Excel, Web Page) and save/print
If this doesn't answer your question, or you need further help, please contact us again! I will forward your report suggestion onto our development team and hopefully this can be available in a future release.
Blessings,
Ashleigh |
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