New clients in a date range
This report will show you how to run a report of all new clients received in PPS. It's recommended that you read our general reporting guide first, to better understand PPS' reporting capabilities.
Section 1 - Selecting a Report
All reports can be found via Reports > Reports & Mail Merge and are sorted into sections. For this report, we’re going to open the Client List Report to use the Reports Wizard.
Section 2 - Select
To see new clients, we will select to include First Ever Occurrence Only. You also have the option to choose a specific practitioner in this section - remember that this is the practitioner assigned in the Client Details screen, which may differ to the practitioner who treated the patient.
Section 3 - Date Range
Now we need to select the date range where the client first occurred in. For example, if you want to see the number of new clients last month, we would set the date range as Last Month.
Section 4 - Breakdown
This section allows us to break down the report by certain areas, for example we could choose to see the number of new clients received last month BY Source of Introduction, or their Occupation.
This section can be skipped.
Section 5 - Criteria
This section allows us to be particular about the clients we are reporting on. For example, we could choose to show new clients only if their Occupation is equal to Athlete.
This section can be skipped.
Section 6 - Print/Preview Options
This section allows us to choose extra snippets of information to view in the report Preview mode. Toggle to include things such as No. of Appointments, Spent Total etc.
