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Get data for audits

Get lists of clients that meet certain rules using marketing segments

Dr Askari avatar
Written by Dr Askari
Updated over a year ago

You may need to provide data such as:

  • How many of your clients are male?

  • How many of your clients are over 18?

  • How many specific treatments has a practitioner performed in the last year?

All of these types of questions can be answered using marketing segments.

You could also download a report such as Detailed Invoice Log and filter by date/practitioner/service etc.

Marketing segments for auditing

If the data you need is a list of clients, always use a marketing segment.

The example below shows how to get the number of clients are between 18 & 40 years AND are female:

  1. Click on Marketing in the right hand menu.

  2. Click the "SEGMENTS" from the menu at the top.

  3. Click the blue "New segment" button above the search bar.

  4. Create a name and description for your market segment (you do not need to do this - only do this if you want to save the segment for future use).

  5. Create your segment rule by exploring the drop down options available.

  6. Click the blue plus button to add more rules, should you wish to further filter specific clients.

  7. When you're ready, click the blue "Client count" button to see how many clients match your rules.

Download the client details in a marketing segment

If you want to download the list of clients and their contact details:

  1. Click "Save".

  2. Click the "Options" button to the right of your segment in the list and select "Download CSV"

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