I'd like our therapists to be able to create a list of their 'Top Clients'
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Nicole Bushell
Each of our therapists have their own list of top client's which they track manually (not based on spending habits) I'd like to be able to record these clients on Phorest and be able download a list of their top clients for each therapist. Is there anyway I can run a report, for example, based on client category? I have created a client category for each therapist but can't seem to find a corresponding report.