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Client Birthday List Report
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Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Client Birthday List Report

The Client Birthday List report provides a client birthday list for marketing, service, and follow-up planning.

Use this report to review client birthdays by month, age range, advisor, owner, category, location, source, and client status.

This report is reporting-only. It does not edit contact details, birthdays, client status, or pipeline information.

This report can contain sensitive identity and client information, including birth dates, ages, names, advisor details, and client status. Review and export this data only when appropriate for your role.

Open the Report

  1. In LeadCenter.AI, select Reports.
  2. Open Marketing Reports.
  3. Select Client Birthday List .

This report refreshes every 15 minutes, so the latest data may not appear immediately.

Understand Who Appears in the Report

The report includes contacts whose current pipeline stage is considered Won or whose Client Status is set to Client.

This is a list report and does not use a general date-range picker. Use Birthday Month and Age - Between to narrow the birthday list.

Filter the Report

Use the report filters to narrow the client birthday list.

Available filters include:

  • Source
  • Contact Owner
  • Category
  • State
  • Birthday Month
  • City
  • Writing Advisor
  • Contact Name
  • Client Status
  • Age - Between

The interface may display Client Status more than once. Use the Client Status filter shown in the report to narrow the current view.

Select Reset Filters to clear the selected filters and return the report to its default view.

Review the List of Clients

The List of Clients table provides client-level birthday details for the selected filters.

The list includes:

  • Clickable ID
  • First Name
  • Last Name
  • Date of Birth
  • Age
  • Writing Advisor
  • Client Since
  • Category
  • Client Status

Select a Clickable ID to open the related contact record.

Download and Export

Select Download PDF to download the current report view as a PDF.

To export the table as a CSV, open the table’s three-dot menu and select Export.

Troubleshooting Missing Clients

If a client does not appear in the report, check the contact record and report filters.

  • Confirm the contact has a Date of Birth saved.
  • Confirm the contact qualifies for the report because the current pipeline stage is considered Won or the Client Status is set to Client.
  • Check whether filters such as Birthday Month, Age - Between, advisor, owner, category, location, source, or Client Status are narrowing the list.

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Need more help?

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