Client Lists

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Client Lists

A variety of Client List templates.

Applies To:    Enterprise   Plus   Basic 

• Alert List:  List of Client address, email, and phone contact information along with parent/guardian and medical/allergy alerts from Client Info.
• Blocked List:  List of Client Blocks that are not yet released.
• Contact Info:  List of Client address, email, and phone contact information. 
• Members List:  List of Clients and related Members.  Search fields and report options all refer to the Primary Account client only.
• Merge List:  List of client records set to be merged or have been merged in the past.  If the [Client Merge ID] field value is deleted in the client record, the client will no longer display in this report.
• Name Tag: Uses an 8 tag per sheet format of up to 21/2 X 3-3/8 size label.  Alternate Title report option will display on name tag if used.  Displays First Name, last Name and Title from Client record. 
• Termination Info (Profile):  List of Client termination date and termination reason from Client Info >> Intake/Exit tab.
• Termination Info (Assignment):  List of Client Assignment end date and Assignment termination reason.
• Last Modified Date Search: This field will search for the Client records only where the primary Client (Info) record has been modified.  The report templates do not list the specific data that was modified.
• Unassigned Clients Only: If Yes is selected, only clients without any assignments will be included.

Enrollment Status values are defined as follows:

• All = status is ignored but assignment must exist
• Active Only = status starts with the letter “E”
• Inactive Only = status starts with the letter “C” or “Did Not Complete”  (Inactive assumes was active at one time)
• Active and Inactive Only = status starts with the letter “E”, letter “C” or “Did Not Complete”  (Inactive assumes was active at one time)
• Other values must be an exact wording match

Date Searches:

• Assignment Start/End Date:  Dates client Assignment is scheduled to start and/or end.
  
• Birth Date:  Client birth date.
  
• Course Start/End Date:  Dates course section is scheduled to start and/or end.
  
• Creation Date:  Date client record created.
  
• Last Modified:  Date client record last modified.
  
• Registration Date:  Date client Assignment registration recorded.
  
• Termination Date:  Date client terminated.