View Client Report
Table of Contents
Client Report
Overview
The Client report provides an interactive listing of clients that have been created in BrightMove within a specified date range. The report includes client name, billing address, discounts provided to the client in both percentage and dollar amounts. The fields displayed in the report may be changed by the user to reflect only what they find the most useful. The report is constrained by create date, that means that it reflects the date client profile was CREATED in the BrightMove system.
How to pull the report
On the left side tool bar click on the small plus sign next the Reports Option. From the expanded menu, select the “Client Report” option. The report will be displayed. The default time parameters of the report are clients created within the last thirty (30) days.
A new beginning and ending date may be chosen from the calendars provided. Clicking on the “Search” button will perform a new search of the database and display a new result set for the report.
The information that is displayed on the report may also be adjusted. The user may highlight the titles of the fields they would like leave off of the report, and move them with the back and forth arrows provided from the “Selected Columns” box to the “Available Columns” box. The fields listed under “Available Columns” will not be present on the report.
This report may be exported to Excel by choosing the “Export to Excel” option.