Overview of Client Reports*

Overview

This tutorial provides an overview on the different reports available in the clients section.

How to Access the Client Reports

Click on Client component
Click on Reports tab

Report Tool Tips

All the client reports include tool tips where if you move your cursor over the button it will provide a short explanation regarding that reports usage.

Lead Conversion Reports

View Leads Per Day
This report shows you the total leads created per day, their referral source, and a referral summary
View Leads Per Month
This report shows you the total leads created per month, their referral source, and a referral summary
View Leads Per Year
This report shows you the total leads created per year, their referral source, and a referral summary
View Leads Conversion %
This report shows you the total leads in the specified time frame, how many of them booked, and the conversion rate.

Client Tag Reports

Invoices by Client Tag

This report shows you the invoices based on the clients tag

Payments by Client Tag

This report shows you the payments based on the clients tag

Clients Not Tagged Report

This report shows you a list of clients that are not tagged.

Export Clients Reports

Export All Clients To CSV

This report exports all clients, prospective clients, or leads to a csv file.

Export Clients in Timeframe to CSV

This report exports all clients, prospective clients, or leads in a specific timeframe to a csv file.

Export Clients By Calendar Type

This report will export out clients that are part of an event with a specific calendar type

Export Clients by Organization

This report will export out the clients that part of one or more organizations

Export Clients by Birthday

This report will export out the clients based on their birthday

Export Clients by Anniversary

This report will export out the clients based on their anniversary

Export Clients by Relationship

This report will export out the clients based on their relationship

Export Top/Bottom Paying Clients

This report will export out the top or bottom number of paying clients based on their invoices

Export Clients by Invoice Amount

This report will export out the clients that have an invoice total greater then the selected amount

Export Clients by Payment Amount

This report will export out the clients that have payments greater then the selected amount

Client List Generator

Client List Generator

The client list generator lets you run custom queries on StudioCloud's database.
The client lists can be exported to csv, exported to marketing campaigns, exported to payment reports or exported to sales reports.

Click here for the tutorial on how to use the custom list generator

Referral Reports

View Referral Summary

This table shows you a break down of your referrals include the specific clients referred as well as the revenue they have generated

Client Date Types Reports

View Clients With Dates

This option generates a list of clients based on a specific date type. For example, a list of clients with birthday's next month.