Export reports to Constant Contact

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SUMMARY

You can export/send many of your MINDBODY report results to Constant Contact directly from a generated report. Clicking the export to Constant Contact Icon button converts the report’s results into a new contact list in your Constant Contact account.


CONTENT

 

Export to Constant Contact

After generating your report's results, export using the following steps:

  1. Click on the export to Constant Contact icon under the Generate section of your reports:                  
  2. Give the contact list a unique name
  3. Click the Export button.

 

Reports that have the send to Constant Contact Button

You can export the following reports to Constant Contact:

Sales Reports

Sales:

  • Reports > Sales > General Sales > Sales

Sales by Service

  • Reports > Sales > General Sales > Sales

Sales by Category:  

  • Reports > Sales > General Sales > Sales by Category

Sales by Product

  • Reports > Sales > General Sales > Sales by Product

Sales Tax

  • Reports > Sales > Post-sale > Sales Tax

Cash Drawer

  • Reports > Sales > Administrative > Cash Drawer

Marketing Platform Fees:

  • Reports > Sales > Sales Analysis > Marketing Platform Fees

Gift Card Analysis

  • Reports > Sales > Sale Analysis > Gift Card Analysis

 

Clients Reports

Schedule at a Glance

  • Reports > Clients > Visits & Retention > Schedule at a Glance

Entry Logs:

  • Reports > Clients > Consumer Mode > Entry Logs

Unpaid Visits:

  • Reports > Clients > Clients Accounts > Unpaid Visits

Attendance Analysis

  • Reports > Clients > Visits & Retention > Attendance Analysis

MINDBODY® app Ratings & Reviews:

  • Reports > Clients > Marketing > MINDBODY app Ratings & Reviews

Client Arrivals:

  • Reports > Clients > Visits & Retention > Client Arrivals

Visits Remaining:

  • Reports > Clients > Visits & Retention > Visits Remaining

Martial Arts Belt Promotion

  • Reports > Clients > Visits & Retention > Martial Arts Belt Promotion

 

Staff Reports

Schedule at a Glance

  • Reports > Staff > Administrative > Schedule at a Glance

MINDBODY app Ratings & Reviews:

  • Reports > Staff > Productivity > MINDBODY app Ratings & Reviews

Appointment Metrics

  • Reports > Staff > Productivity > Appointment Metrics

Retail Sales Performance

  • Reports > Staff > Productivity > Retail Sales Performance

 

Inventory Reports

Sales by Products

  • Reports > Inventory > Sales > Sales by Product

Retail Sales Performance

  • Reports > Inventory > Sales > Retail Sales Performance

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