ℹ️ The Client Report is a pivotal tool in accessing, analyzing and utilizing client data for various purposes, such as: understanding your client base, client communication and client marketing.
The report provides you with all available client information, as well as client spend (on export only)
How to access/view the Client Report
How to Access the Client report
In order to access the Client report you will require these permissions:
View Clients Report (Manage Reports)
Export Client Report (Manage Report)
How to View the Client Report
Navigate to the Client Report by clicking the Reports menu > Client reports > Client
Overview of the Client Report functions
Summary Panel
📌 An active client is defined as a client that has at least one active pet.
A summary panel is available at the top of the report which provides:
Total Active Clients: the total count of all clients with at least one active patient
Clients Added: the total count of clients added into Digitail within the selected date range
Clients Seen: the total count of clients that have visited the clinic within the selected date range
Clients with App: the total count of clients that have the Digitail Pet Parent mobile app installed
Total Visits: the total count of visits within the selected period.
❗The summary panel has an independent date range filter.
Remember to select the date range, then click Refresh data to update the values in this area.
Filters
The available filters include:
Last Visit Date: Date of the client's last visit
Added Date: Date the client was added in Digitail
Alerts: Client tags/alerts
Discount Type: Global discount/s linked to the client
Status: Active or Inactive
How did they hear about us: a list of sources that led the client to you
Has App: the Digitail Pet Parent mobile app
Report Table
The information on the table includes:
Client contact information
name
phone number
email address
physical address
Additional information
Mobile App installation
Status
Date client was added
Number of active pets with inactive pets in brackets
Activity
Date of the client's last visit
Financial overview
Outstanding balance
Client credit
Discount types: Global discounts linked to the client
How did they hear about us: the source that led the client to you
Client alerts / tags
Pet information
List of the names of the pets
Hyperlink to the open pet
Hover on pet name for more pet info
Report Benefits
Personalized Client Insights
Filters like "Last Visit Date," "Alerts," "Discount Type," and "Pet Information" allow businesses to better understand client behavior and preferences, enabling tailored service.
Improved Client Retention
Features like alerts and tags help flag high-priority clients or those needing follow-ups, improving customer engagement and retention.
Streamlined Operations
Combining contact information, app installation status, and activity into one report minimizes duplication and centralizes client data for easier management.
Data-Driven Marketing
Insights from "How did they hear about us" and "Discount Types" filters help refine marketing strategies to focus on effective channels and promotional tools.
Comprehensive Financial Tracking
With "Client Credit," "Outstanding Balance," and "Client Spend (via export only)," you gain a full financial snapshot, aiding in revenue forecasting and payment follow-ups.
Interactive Navigation
Hyperlinks to pets and hover-over information for pet details enhance usability, allowing quick access to specific data.
Exportable Format
Having the ability to export tables provides flexibility for reporting, sharing insights with stakeholders, or integrating with other systems.
Business Applications
Client Management
Use this report to manage customer relationships, and track interactions, ensuring consistent follow-ups.
Revenue Recovery
Monitor outstanding balances and implement strategies to collect overdue payments efficiently.
Performance Monitoring
Evaluate client activity trends, and mobile app adoption rates to inform future business strategies.
Custom Campaigns
Target specific client segments using data such as "Added Date," "Status," or "How did they hear about us" to craft personalized outreach efforts.
Client Retention Strategies
Set up automated alerts to ensure timely re-engagement, such as offering discounts to clients whose last visit was long ago.