View all your client demographic data, download into a CSV file for producing your own reports and charts.



 

  1. From the Front Desk go to Main Menu select Clients then Reports 
  2. Select on Core Data
  3. Use the Filter to display a specific time ie. Year or Term and select Apply Filter
  4. All the clients will be displayed in the Client Core Data pane included fields are names, contact methods and key demographics. 
  5. If you want to add this filter as a Client Group so you refer to it later select Create Group
  6. To download a copy of your data select the CSV button
  7. All client fields will be included in the CSV
  8. To filter how people have Found Out about your Programs go to Column AZ and filter the column
  9. The Core Data report can be used for other purposes such as filtering by:
    1. Consent to Receive Marketing (column AW)
    2. Suburb (column M)
    3. LGA (column O)
    4. Age Group (column Q)
    5. Birth Place (column R)
    6. Gender (column S)
    7. Language (column U)