Clients list
Why this matters
The Clients List report gives you client records in bulk: everyone in a group, or the whole account. Use it to check data quality before a reminder campaign, to review who is in a group, or to take a copy of client records into a spreadsheet.
Options
| Option | Choices |
|---|---|
| Formats | View, CSV, PDF |
| Dates | None: the report lists clients as they are now |
| Filters | Groups; Exclude archived clients (the default), Include archived clients or Only include archived clients |
See Running Reports for the steps.
What it contains
| Column | Meaning |
|---|---|
| Client | The client’s name, and the date they were archived if they have been |
| Address | The client’s address |
| Contact Details | Mobile, phone and email |
| Details | Date of birth and gender |
| Groups | The client groups the client belongs to |
The CSV file puts each detail in its own column: First Name, Last Name, Address1 to Address5, Phone, Mobile, Email, Date Of Birth, Gender, Archived and Group Memberships.
What to watch for
Phone numbers change when the CSV is opened in Excel Excel can drop a leading zero or turn a long number into scientific notation. See Phone Numbers in Excel.
Archived clients are missing The report excludes archived clients unless you choose Include archived clients or Only include archived clients.
The file contains personal data Store and share the CSV and PDF files as you would any other record holding client data.