To run a report to find clients with a specific Birth Month, follow these steps:
- Click Reports at the top of the screen.
- Select Customers on the left side of the screen.
- Click Advanced Filters.
- Click on the drop-down termed Birth Month to select the birth month.
- Click Run Report to see clients who have that birth month.
- Export the report to an Excel sheet or PDF and/or print a physical copy.
Filtering a Client Report by Birth Month
1. Click Reports at the top of the screen once you log in.
2. Click Customers on the left side under Customers.
3. Click Advanced Filters.
4. Click on the Birth Month drop-down. Then select the month.
5. Click Run Report.
6. You can see all the clients who have the Birth Month you selected.
7. Click Export to export the report to an Excel or PDF. Click Print to get a paper copy.