The Client Birthday Report lists all clients with birthdays in a selected month range. Use it to send birthday greetings, promotions, or offers to clients celebrating their birthday.
How to Access
Navigate to Reporting > Report List > Client Birthday Report.
Filters
- From - Select the start month (January through December)
- To - Select the end month (January through December)
- Go - Run the report
Note: This report filters by month, not by specific dates. Selecting From: March, To: March will show all clients with birthdays in March regardless of year.
Report Columns
- Client Name - The client name (clickable to open client details)
- Telephone - The client's telephone number
- Mobile - The client's mobile number
- Email - The client's email address (clickable to send an email)
- DOB - The client's date of birth (click the column header to sort)
Available Actions
- Send SMS - Send a bulk SMS to the listed clients
- Send Email - Send a bulk email to the listed clients
- Export as CSV - Download the report data as a spreadsheet
- Print - Print the report
- Add to List / Remove from List - Add or remove clients from a marketing list
Example
At the start of each month, you send birthday discount offers to clients. Set both From and To to the current month and click Go. The report lists all clients with birthdays this month. Click Send SMS to send them a birthday message with a discount code, or click Add to List to add them to a birthday marketing list for a targeted email campaign.
Related Reports
- SMS/Email Campaign Report - Review past campaigns sent to birthday clients
- Loyalty Points Report - Combine birthday offers with loyalty point promotions
- Client Management Report - Identify clients missing date of birth data
If you have any questions, please send them to us via the Submit a Request option.