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Learning Objective: To find attendance records for any given date range and understand client’s visit history.

  1. Go to the Reports tab and choose Clients from the tabs on the left.
  2. To narrow the list, select

Visits & Retention from the filters, and then click Attendance without Revenue to open the report.

  1. Fill out the Start and End Dates.
  2. Check the boxes next to the following if you want this info filtered in:
    • Show tagged clients only
    • Exclude unlimited sessions
    • Exclude no-shows and late cancels
  3. Choose from the various dropdowns.
    • Visit Location
    • Sale location
    • Staff member
    • Start time
    • Day of week
    • Visit service category
    • Payment service category
  4. Choose the view option.
  5. Click Go! to generate the report.

Filters and terminology