Sometimes it is useful to review those of your clients who you have not served in a while. The new Clients Without Service report helps you do that. When you specify a date and generate the report it shows you clients who have not been served since that date.
Several filters make the report especially useful
- Show All Clients
- Exclude clients with no visits ever
- Show ONLY clients with no visits ever
- Omit pets
A client flag filter is also available so that you can show only clients with some or all of the selected flags. The report is printable and is exportable as a spreadsheet. The spreadsheet version includes inactive clients (who are excluded in the other versions, but are easy to segregate and remove in a spreadsheet).