SELECTION REPORTS – Mailing Labels and Client
Listings
SELECT FROM THE
MENU BAR CLIENTS THEN REPORTS THEN SELECTION REPORTS.
n 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.
n 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.
n 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.
n 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.
n 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.
n 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.
n 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.
n 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.
n 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.
n 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.
n 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.
n You
can print a copy of each client’s appointments by a specified date range
in ADVANTAGE Salon
Software and
Spa Software.
n 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.
n 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.
n 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.
n 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.
n 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.
n 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.
n 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.
n 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.
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