Job Aid: MBO
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      How to Pull a Past Client List for a Trainer in MBO

      This article will guide you through the steps to pull a past client list for a specific trainer in MBO.

      Steps:

      1. Click on the Reports TabScreen Shot 2022-09-15 at 1.20.40 PM
      2. Search Last Visit in the search barScreen Shot 2022-09-15 at 1.22.32 PM
      3. Select the Last Visit reportScreen Shot 2022-09-15 at 1.23.40 PM
      4. Dates Section: select the start date and end date to search past visits withinScreen Shot 2022-09-15 at 1.19.35 PM
      5. Filters Section: Check the Hide clients with future visits boxScreen Shot 2022-09-15 at 1.18.25 PM
      6. Filters Section: Select the trainer in the Staff Member dropdownScreen Shot 2022-09-15 at 1.17.37 PM
      7. Filters Section: Select the service categories for the types of visits you want to see in the Service Category dropdown
        1. For TOCA Training: select Free Kick-Off Sessions and TOCA Training
        2. For D-BAT Lessons: Select Promotional Lessons and D-BAT LessonsFilters Section: Screen Shot 2022-09-15 at 1.15.18 PM
      8. Generate Section: Click Go to run the report. The report will be viewable belowScreen Shot 2022-09-15 at 1.14.04 PM
      9. Select to print this report or export to excel from the optionsScreen Shot 2022-09-15 at 1.12.46 PM