MA000: Client Analysis

The MA000: Client Analysis report displays a demographic analysis of the clients serviced during the specified date range.

Tip:  Run the MA000 report to determine the target audiences for marketing campaigns.

Following are descriptions of the fields on the MA000 report.

• Clients section

  

  • Clients Analyzed = Number of new and repeat clients serviced.

  • Clients Visits = Number of visits made by clients analyzed for the report.

   

• Gender/Marital Status section

  

  • # Clients = Number of clients from each gender and marital status.

  • % = Percentage of clients from each gender and marital status, calculated as follows:

  # Clients / Total Number of Clients * 100

   

• Grouping by Age section

  

  • # Clients = Number of clients from each age group.

  • # Visits = Number of visits by the clients from each age group.

  • Avg. # Visits = Average number of visits by the clients from each age group, calculated as follows:

  # Visits / # Clients

   

Running the MA000 Report

1. Click on the toolbar.

2. Type "MA000" in the OR type a report number here field and press Enter.

3. Click Preview.

4. Review the report.

5. Complete the following as necessary:

• Convert the report to a PDF

  1. Click on the toolbar.

  The Export window displays.

  2. Select "Adobe Acrobat (PDF)" in the Format field.

  3. Select "Disk File" in the Destination field.

  4. Click Ok.

  The Export Options window displays.

  5. Select All.

  6. Click OK.

  The Choose export file window displays.

  7. Specify an export location for the PDF file.

  8. Click Save.

   

• Export the report to Microsoft Excel

  1. Click on the toolbar.

  The Export window displays.

  2. Select "Microsoft Excel 97-2000 – Data only (XLS)" in the Format field.

  3. Select "Application" in the Destination field.

  4. Click Ok.

  The Excel Format Options window displays.

  Tip:  Click Options >>> if the expanded version of this window does not display.

  5. Select the display and export options for the report data.

  6. Click OK.

  Microsoft Excel opens with the exported report data displayed in a new spreadsheet.

   

• Print the report

  1. Click on the toolbar.

  The Print window displays.

  2. Select a printer.

  3. Click Print.

   

related links

DC041: Client Summary by Classification