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Find the data you need to strengthen and build your business.

Birthdays Report

Austin Written by Austin
... on a nifty November day.

📖 In This Article

What can you use this Report for?
Filters and Options
What is displayed in the report?

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.

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.
Email Client’s email address.
Mobile Client’s mobile number.
Days to Birthday Number of days until Client’s next birthday.


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