Top Clients by Spend Report

Modified on Fri, 23 Sep, 2022 at 7:02 PM

Having the ability to easily pull a report of your top clients for any date range is an important asset to your business. The Top Clients by Spend Report gives you that information.

Top Clients by Spend Report helps you understand more about your best clients and provides the following:

1. Top Client Report by Spend for all Clients by Date.

2. Top Client Report by Spend with a Client Area Filter.

3. Ability to Email with clients after selecting the report.

4. Ability to export the report in CSV format.

Tip: You can use Top Clients by Spend Report to send a small gift or communication to your clients as a thank you for using your services loyally.  It can also be used to request a referral for new business. You can export this list, including mailing address, to use for Holiday cards.

Note: The Top Clients Report displays all clients, both active and inactive.

How Do I View, Filter & Export the Top Clients by Spend Report?

Navigation: Reports > Top Clients By Spend

(Optional) Add a filter, click "All Client Areas" drop-down and select an Area.
Select a custom date range or use a quick report button, i.e. "This Week."
- To view the previous timeframe click the "<" button.
- To view the next timeframe click the ">" button.
Click "Reload" to view your customized Top Clients Report.
(Optional) Select "Download CSV" to Export the data displayed.

View a report of your top clients by spend for your dog walking software

Top Clients by Spend Report Explained:
Client: Client Last Name, First Name.
Area: Area for the Client.
Revenue: Total value of the services scheduled fort hat client for the selected date range.

How Do I Email Clients from the Top Clients by Spend Report?

Follow the instructions above to select the proper clients, then:

Use the Checkbox in the Header Row to select "All" clients in the Report or select specific clients by selecting the Checkbox in front of each client.
Click "Email."
Select an existing template OR draft a new email.
Click "Email Clients."

Tip: The Top Clients by Spend Export, includes client mailing address.

Email your top clients by spend for your dog walking software