DC042: Restricted Clients

The DC042 lists clients who had the Restricted checkbox enabled on their client profile. The report offers an option to include clients who had the Restricted flag removed during the date range, and the ability to include Client Notes that were entered on or before the selected date.

How this report works

The DC042 reports on activity related to the Restricted checkbox on a given day. For example, if the Restricted checkbox was enabled and then disabled on a profile in the same day, that client will appear under Restricted and Unrestricted for the day (if running the report with that option enabled).

What is a "visit" in this report?

This report follows our usual standard for what constitutes a visit: a visit occurs when a client is rung up for at least one service on a transaction. It is not necessary for the service to have been booked before it was rung up. 

Report definitions

Below are details on the fields that appear in the DC042:

  • Client: The client's name as it appears in the client profile.
  • Phone Numbers: The client's phone numbers as they appear in the client's profile (H=home, C=cell, W=work).
  • Last Visit: Displays the last visit date of the client.
  • Notes: Client notes, if any, as they appear in the client profile.

The following columns appear if you enabled Display Client Restrictions Removed during report setup:

  • Restriction Removed On: The date that the restriction was removed.
  • Restriction Removed By: The user who removed the restriction.

Setting up the DC042 report

  1. Type DC042 in the Convobar, or go to Meevo > Reports > Clients, and then select the DC042 report.
  2. Display Client Notes Since: Includes client notes that were entered on or before the date selected here.
  3. Display Client Restrictions Removed: Displays clients whose profiles were unrestricted by a user. If you enable this option, be sure to confirm or modify the date range controls that appear below this option.
  4. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.