This article covers the Client Details Report. The Client Details Report pulls a list of clients in your Fisikal club with fields detailing key information from their profiles.
Generating the Report
To generate a report, Users should go to the REPORTS section and select the "+" button. The GENERATE REPORT form will display as shown below:
You have a few formats that you can select, but we recommend using the default .csv as it will generate a lightweight file that can be opened and manipulated with Excel. You may wish to use a .json file if you are bringing the data into a software that can parse it.
When generating a Client Details Report you can choose to view all clients, active clients, or a specific list of clients. You can also choose to generate the report only for clients of a specific home club.
Larger reports with more data may take some time to generate as this information is retrieve from the Fisikal system. In these cases, the report will show with two rotating arrows until it is ready. Once full generated, the report will be displayed with a downwards facing arrow and a blue download link as seen in the below screenshot.
The Client Details Report contains one row for each Fisikal client with the below fields. This report is primarily returning client profile information, much of which is manually entered by clients or staff, therefore if the specific field has not been filled in on the user profile, the entry in this report will be blank:
Client title (if assigned)
Full client name
Primary client email as used to log into Fisikal with
Whether the user's account is Active (default) or Inactive
This field is 'No' by default but can be changed to 'Yes' on a client's profile by any staff member
Total Attended Sessions
Total number of bookings a user has attended at the time of report generation
The name of the clients 'lead trainer' if assigned
Client's home club where their bookings and schedule will default to
Date of Birth
Can be manually changed by staff to match the date the user first joined the club - otherwise system-generated to be the day of account creation.
First line of the user's address (shown in user profile as Address Line 1)
Comma-separated list based on a dropdown selection on the client profile
PA Contact Number
Next of kin
Emergency Contact Number
The name of any clients for whom this user is a 'lead client' for; often used to denote children of this user.
The name of the single Lead Client for this user if the user is a linked client. LEAD Clients can book for their linked client and control their account permissions.
Will return LEAD of the user is a lead client, otherwise field will be empty.
Defaults to No unless manually changed on the user's profile.
Will be blank if not explicitly defined, in which case they will have the bookings permissions defined at club level. This can be self-book or request.
Trainer Visibility (PUBLIC or PRIVATE)
Trainers visible individuals
Trainer visibility Group
The client's unique Fisikal ID. Used as a unique identified for the user within the Fisikal system.
Client Referral ID
Client Alt ID
Striked out until
The date from which the user can resume making bookings if their permissions have been temporarily rescinded by the strike system (if enabled). Blank if user is not striked out.