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Birthdays, Anniversaries, and Special Events Report

Sarah Warren
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This shows you how to pull the report of all of your birthdays, anniversaries, and custom made special events in myClients

Once in myClients, you can access a report of your upcoming birthdays and anniversaries by doing the following:

  1. Click on your Reports icon on your menu bar
  2. Click on Birthdays and Anniversaries from the Reports side-bar menu.
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Once you're viewing your Birthdays and Anniversaries...

  • Click on the Month dropdown menu to view your Birthdays, Anniversaries, and Special Events by month.
  • You can also filter by Category
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