DC055: Client Information

The DC055 report is a rundown of profile information for each selected client (Address, Phone Number, Notification Settings, and Misc Info), including custom fields.

This report is commonly used to satisfy the California Consumer Privacy Act (CCPA) or the EU General Data Protection Regulation (GDPR). See Purging Client Data for more information.

Report definitions

All information in this report is pulled directly from each client's profile.

Setting up the DC055 report

  1. Type DC055 in the Convobar, or go to Meevo > Reports > Clients, and then select the DC055 report.
  2. Client Search: You can select a specific client to run the report on that client. You will be running the report for all clients who appear in the Clients box.

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.