This section of Social Planet reporting is the hub for managing client relationships, ensuring data quality, and executing targeted outreach. These reports primarily focus on individual client demographics, membership status, and key student compliance checks.
Main Menu > Clients > Reports
Overview: Why Use Client Reports?
Client Reports are essential for administration, marketing, and compliance. You'll use them to:
Marketing and Outreach: Filter core client data (like email and consent) to create segmented lists for marketing platforms such as MailChimp.
Compliance and Quality: Check the quality and completeness of mandatory student data for government-funded education courses.
Membership and Governance: Track client membership status for voting rights and administrative purposes for incorporated associations
Terminology
The following terms are crucial for understanding and correctly using the Client Reports:
| Term | Definition |
| Core Data | An exportable CSV file containing key client profile fields (e.g., name, contact details, demographics, student information). |
| Date Period Filter | A filter applied to Core Data based on a client's attendance within a specific time frame (e.g., Term 4) or customised time period |
| Student Data | Mandatory client data fields required when delivering government-funded education courses. |
| Memberships | Track of a client's paid or unpaid membership status, often tied to a formal association. |
Client Reports Reference Table
The following reports are available under the Clients > Reports path.
| Report Name | Purpose (What the Report Does) | Key Data Points/Output | Target Audience |
| Core Data | Exportable CSV file of key client profiles, ideal for marketing segmentation (e.g., by marketing channel) and import into tools like MailChimp. It also supports data portability, allowing a provider to generate and export their complete client profile dataset should they decide to migrate to a new software platform. | Categorized summary of data fields including: Demographics and Contact Details, Education and Employment History, VET/Student Compliance Data, Support Needs and Concessions, and Administrative & History. | Administrators, IT/Data Migration Team |
| Student Data Check | Acts as a data quality control, checking mandatory fields for government-funded education courses. Makes it easy to identify and update expired concessional statuses. | Flags incomplete/non-compliant education data fields and tracks concession status validity. | VET Compliance Officers |
| Membership Comparison | Crucial for incorporated associations to track paid membership status and eligibility for governance (e.g., voting rights). | Compares status (Active/Expired) across multiple membership types, Member No. and Name. | Membership Coordinators, Board/Governance |