How to Create a Client Birthday Report
Providing top-tier service to your clients can take a variety of forms. In your case, one aspect might be sending them a thoughtful birthday card.🎉
If that's something you like to do, you can easily pull a report of all your client birthdays within a specific month! Follow these steps to do so:
1) Navigate to Custom Reports
Note: If you want to learn more about Custom Reporting, check out this tutorial!
- Go to the Reports module
- Choose the Custom Reports tab
2) Edit and Run the Report
- Ensure the Record type is set to Client
- Choose Birthday as the Condition
- Choose Month equals for the Condition modifier
- Choose the Month you want to report on
- Click Run report
3) Evaluate the results
After clicking Run report, you'll get a list of all clients with birthdays in the month you chose. In this case, we can see two clients with January birthdays.
Note: If you want to include the Birthday column, you can do so by editing the columns. Learn more about that here.
Have more questions? Feel free to reach out to us at support@seniorplace.io!