The Birthdays Report displays Clients having their birthday occurring within a date range and optionally filter by age, gender or recent booking.
What can you use this Report for?
Generate this report to offer discounts and promotions to Clients for their birthday or to compile a marketing list for distribution.
Filters and Options
| Filters | Description |
| Date | Date of the birthday of Clients to display. |
| Locations | Location Clients are enabled for to display (regardless of their bookings location) |
| Age | Age of Clients to display in the report. |
| Seen Within | Client’s with appointments within a certain period to display. |
| Gender | Client’s gender to be included in the report. |
Important!
If the Birthdays Report is returning no results, try selecting the All Gender option under Filters > Gender and generating the report again.
What is displayed in the report?
The table displays Clients whose birthday matches the filters along with their contact details.
| Column | Description |
| Client ID | ID of the Client in the database. |
| Client | Name of the Client. |
| DOB | Date of Birth of the Client. |
| Age | Current age of the Client. |
| Gender | Gender of the Client as added in the Client Profile |
| Address | Client’s primary address. |
| Postcode | Client’s postcode. |
| Client’s email address. | |
| Mobile | Client’s mobile number. |
| Days to Birthday | Number of days until Client’s next birthday. |
Tips and Tricks
- Use the Birthday Report to generate a list of clients by selecting an entire year as the Date Range, Age cover from 0 to 120 and set Gender to All.