Standard Client Reports #
| Report | Description | Available Options |
| Client List | List includes client number, name, address, and home phone number. Can also include family members. See: Client Lists and Labels | Client Group Marketing Plan Filter |
| Mailing Labels | Print mailing labels for a set of clients. Information can be customized. See: Client Lists and Labels | Client Group Marketing Plan Filter |
| Account Labels | Print account labels for a set of clients, including the client number. Information can be customized. See: Client Lists and Labels | Client Group Marketing Plan Filter |
Dashboard Client Reports #
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NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. |
The Dashboard includes the following data types (also called “Key Performance Indicators”) that make it easy to run a variety of client reports. See also: Dashboard Reports
| Report | Description | Parameters | Grouping Options |
| Clients – All | Total number of clients. | Filter | Lead Source Client Group Client Status Organization Organization & Grad Yr |
| Clients with no Sessions | Total number of clients that do not have a session booked. | Filter | Lead Source Client Group Client Status Organization Organization & Grad Yr |
| New Clients | Total number of prospects that have actually become clients. | Date Range Filter |
Week Month Year Lead Source Client Group Client Status Organization Organization & Grad Yr |
| New Leads | Total number of new client leads created. | Date Range Filter |
Week Month Year Lead Source Client Group Client Status Organization Organization & Grad Yr |
| Conversions – Leads to New Clients |
Percentage of new leads that have actually become clients. | Date Range Filter |
Week Month Year Lead Source Client Group Client Status Organization Organization & Grad Yr |
| Conversions – Leads to Bookings |
Percentage of new leads that booked a session. | Date Range Filter |
Week Month Year Lead Source Client Group Client Status Organization Organization & Grad Yr |
| Conversions – Leads to Actual Sessions |
Percentage of new leads that have actually completed a session. | Date Range Filter |
Week Month Year Lead Source Client Group Client Status Organization Organization & Grad Yr |
Don’t limit yourself to these! Many of the other Dashboard reports (i.e., session, invoice, production) also include client-specific grouping options. For example, reports for Average Sales by Session or Sales – Total can be grouped by Client Group or Client Status. This means you can easily compare the spending habits of your different clients groups, for example.
Custom Client Reports #
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NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. |
Many custom reports are available for download from the StudioPlus website. See Custom Reports for more information about downloading and installing these reports.
Here are some of the client-related custom reports:
| Report | Description |
| Clients Without Sessions |
Use this report to see clients from a specific client group that haven’t booked a session. |
| Seniors Without Sessions |
Use this report to see senior clients that haven’t booked a session. |
| Client Status Report | Track your clients and prospects as they move through their different statuses. The report shows your clients and prospects by status and due date for any status that is due or past due. |
| Client Sales List | Lists the total sales within a date range for each client. |
| Referred By Report | If you are using the Referred By field for your clients, you can get a report of referrals broken down by who referred them, the number of sessions, and sales totals. |
| Dymo Barcode Labels | Print a client barcode label with a Dymo printer. |
