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3.5 CLIENT REPORTS
As with almost all the
reports in ADVANTAGE Salon Software
and Spa Software the client reports first preview on your screen
when generated. You may not see the complete report on your screen
until you maximize your screen. To maximize your screen select the
middle button of the three buttons found on the upper right hand corner
of the report. That button is between the button that looks like a
dash, which is the minimize button, and the x button which will actually
close the report.
To print your report select
the print report button found on your tool bar. You will also see
options to output your report to notepad, analyze with excel, publish
with word and send via email. You must have Microsoft Excel 97 or
later to use the analyze with excel option on your computer. You must
Microsoft 97 word or later to use the publish with word option. In
order to have use the send option you must have a MAPI compliant email
program installed on your computer like Microsoft outlook or Microsoft
exchange. Just select those options to see what you can do on your
computer.
If you see that your report
does not print clearly or does not view fully on your computer, you may
need to reset your default printer in your control panel to your report
printer. Whenever you do make changes to your printer settings on your
computer make sure ADVANTAGE Salon Software
and Spa Softwareis closed.
ADVANTAGE Salon Software
and Spa Software recognizes your
printers on startup of the program.
SELECTION REPORTS – Mailing Labels and Client Listings
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN
SELECTION REPORTS.
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You can create a report based on whatever client
information you desire in ADVANTAGE Salon Software
and Spa Software. Examples of selection reports include but are
not limited to: Client list with date of birth, First or Last Visit, or
Client Referrals.
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The selection process works this way: if you want all
clients on a specific report you do not enter any selection criteria.
If you want to limit the report to specific clients then select the
field that you want to limit by. Example zip code = 77079. Select the
field zip from the list of fields found on the top of the screen, then
click on the button select criteria then enter your criteria. Operator
would be equal to and the criteria would be 77079. You can select as
many selection criteria as you want but remember the more criteria will
limit the number of clients on the report.
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Once you are in the Client Selection Reports
screen, click on Select Report (it is the 4th button at the
bottom of the window). A screen with a split window will appear.
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The left side window contains a list of all the available
fields in the Client’s record. For example, if you pull up a Client’s
name in the Clients screen from the main frame, you will see the
client’s name, telephone number, address, dates for their first and last
visit, referral information, preferences, et cetera.
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Choose fields from the left side by double-clicking on
each one you desire or highlight the field by clicking on it once then
click the Select Field button. The fields that you select will
be moved to the right side of the screen.
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Select the Client Listing button to view and print
a listing of the clients with the selected fields, or you may also
select the Mailing Labels button to print out mailing labels to
send marketing material to the clients listed. You can also send
Broadcast Emails to your clients through the selection reports.
1.
NEW CLIENTS REPORT
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN NEW
CLIENTS REPORT.
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This report will give you a listing of all New Clients
within a specific date range. The date refers to the clients’ first
visit date.
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You can run this report for clients serviced by one
specific employee (if you have specific employees assigned to clients)
or for all the employees (this includes clients who do not have a
specific employee servicing them).
2.
CLIENT MONTHLY REPORT
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN
MONTHLY REPORT.
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The Client Monthly Report is designed so that you can view
a bar graph for any given year that shows, by month, when your salon/spa
received new clients. You can also do a comparative report for two
different years.
3.
HISTORY REPORT
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN
HISTORY REPORT.
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Use this report to review clients Point of Sale history in
ADVANTAGE Salon Software
and Spa Software.
You can specify the date range and click OK. The History Report
displays the services and inventory items for the client within the
specified date range.
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After clicking on the Preview Report button, you
will be able to print this report.
4.
CLIENT SCHEDULE REPORT
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN
CLIENT SCHEDULE REPORT.
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You can print a copy of each client’s appointments by a
specified date range in ADVANTAGE Salon Software
and Spa Software.
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After clicking on the Preview Report button, you
will be able to print this report.
5.
LAST VISIT REPORT
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN LAST
VISIT REPORT.
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By specifying a date, you can print a list of the clients
who last visited the salon/spa on that particular date.
6.
REFERRAL REPORT
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN
REFERRAL REPORT.
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Choose the type of referral you want a report for and then
click on the Preview Report button to print a list of the clients
with that specific referral. Or you can print mailing labels to send
out marketing literature to those clients.
7.
CLIENT PREFERENCES REPORT
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN
PREFERENCES REPORT.
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Choose the category and preference or you can choose all
categories and preferences, you will get a listing when you click on
Preview Report or you can print mailing labels for the listed
clients.
8.
NON-RETURNING REPORT
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN
NON-RETURNING REPORT.
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With the Non-Returning report, you can print a list of
clients who visited the salon/spa only once and never came back. Just
specify the date range for their First (and only) visit then click the
Preview Report button to print the list or Mailing Labels
to print mailing labels to send out a flyer or postcard.
9.
BIRTHDAY REPORT
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN
BIRTHDAY REPORT.
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The Birthday Report gives you the ability to print a list
of clients’ birthdays by month. You can also print mailing labels from
each list if you want to send them a birthday card, postcard or flyer.
10.
MISSING INFORMATION REPORT
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN
MISSING INFO REPORT.
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You can print a report based upon clients who have the
following information missing from their record: Employee, Date of
Birth, Zip Code or Telephone number.
11.
GIFT CERTIFICATES REPORT
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN GIFT
CERTIFICATES REPORT.
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This report provides you with a list of Gift Certificates
purchased within a specified time range. The report will give a listing
that includes the Client’s name, Purchase Date, Initial Amount, Last
Date Used, and Remaining balance.
12.
ACCOUNTS RECEIVABLE REPORT
SELECT FROM THE MENU BAR CLIENTS THEN REPORTS THEN
ACCOUNTS RECEIVABLE REPORT
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This report provides you with a list of any clients with
the ability to charge to account. It also lists their balances, limits,
and phone numbers for contacting.
13.
CUSTOMER STATEMENTS REPORT
SELECT FROM THE MENU BAR CUSTOMERS THEN REPORTS THEN
CUSTOMER STATEMENTS REPORT
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This report will generate statements on the customers that
have an account with your business and the statements can be mail out to
customers to show their account balance.
Note: If you get errors when previewing your reports, don’t be
alarmed. This only means that there is no data to preview for the
selected report and date range.
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