The Birthday Report allows owners and staff to easily access a list of contacts with upcoming or past birthdays. This report provides a helpful way to engage with clients, such as by sending birthday greetings or offering special promotions.
How to Use the Birthday Report
Upon opening the Birthday Report, you will see the following information for each contact:
Contact Name: Displays the full name of the individual.
Group: Indicates the membership group the contact belongs to (e.g., Clients).
Birth Date: Shows the individual's date of birth.
Age: Displays the current age of the contact.
Filtering by Contact Group
You can also filter contacts by their contact group.
Filtering by Birth Month
At the top of the report, you can filter contacts by their birth month using the quick-select buttons. For example, if you're interested in viewing contacts with birthdays in October, simply click the "October" button, and the report will display those contacts.
Exporting the Report
For a more detailed view or to manage birthdays outside the system, you can export the report to Excel by clicking the Export to Excel button. This will allow you to download the list with all relevant information, which can be useful for personalized birthday messages or targeted promotions.
The Birthday Report helps you stay engaged with your clients by making it easy to track and celebrate clients' milestones. This can improve client retention and foster a positive community.