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New Client Report
New Client Report
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 5 months ago

New Client Report:

The New client report provides a list of new clients for the selected date range.

You can access the report by following these step-by-step directions:
1. Click on the reports module at the top
2. Click the Clients tab within the reports module.
3. Click on the 'New Client' report:

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This report provides the name of the clients as well as the date when they were added to the software.
You can filter the report for the required date range using the filter option available on the top gray bar.
This report can be exported in a CSV format using the export report option available on the top gray bar.

Click here to learn how to manage your clients reminder preferences, and click here to learn how to send a bulk email to your clients.

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