GeoAnalytics report

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SUMMARY

We apologize for any inconvenience, however this report is no longer available. The company that we had partnered with to access the analytic information is no longer in business or available for services.

A great deal of similar client information can be found by tagging clients and using the  Advanced Client Lookup feature or the Mailing Lists Report.

Here are example menu paths to access the similar information:

  • If you wish to generate a listing of clients by postal zip code, you can do so by utilizing the Advanced Client lookup:
  1. Click in the Search box in the upper left of your site.
  2. Select Advanced client lookup.
  3. Change the Lookup client by dropdown from All fields to Postal Code.
  4. Enter in a Postal Code you wish and click Search to generate the list.
  • If you wish to see the location (by postal/zip code) of all clients who purchased a pricing option during a specified date range, follow these steps:
  1. Click on the Reports tab.
  2. Select the Sales left side tab.
  3. Select the Sales by Service Report.
  4. Enter in the filters you wish to search by.
  5. Generate the report.
  6. Tag New the resulting clients.
  7. Click on the Reports tab.
  8. Select the Clients left side tab.
  9. Choose the Mailing Lists Report.
  10. Use the dropdown to change Email List to Mailing List.
  11. Check the box to search for Tagged Clients Only.
  12. Use the dropdown to Sort By Postal Code.
  13. Generate the report.

ADDITIONAL RESOURCES

 

 










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