--- title: Generate a Client Communication Preferences Report description: Client communication report --- [Skip to content](https://support.hapana.com/kb/article/772#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) # Generate a Client Communication Preferences Report ## Overview Need to review who’s opted in or out of emails and SMS updates? This guide shows you how to generate a client report in Hapana Core that includes their current communication preferences—perfect for outreach planning and compliance checks. --- ## Prerequisites - You must have access to your Hapana Core Account. - You need permission to view and generate reports. --- ### Step 1: Log in to Your Hapana Core Account 1. Go to [core.hapana.com/login](https://core.hapana.com/login). 2. Enter your login credentials and sign in. --- ### Step 2: Open the Reports Section 1. Click **Reports** in the top navigation bar. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445171701_30ce3a6f_image-20250603103543-21-1.png?width=1541&height=911&name=1759445171701_30ce3a6f_image-20250603103543-21-1.png) --- ### Step 3: Choose a Report Category 1. In the **Report Categories** dropdown, select **Clients & Attendance**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445173305_a21c06f5_image-20250603103553-22-1.png?width=1541&height=911&name=1759445173305_a21c06f5_image-20250603103553-22-1.png) --- ### Step 4: Select the All Clients Report 1. Under **Clients & Attendance**, click on **All Clients** to open a full client list. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445175562_e699f05a_image-20250603103604-23-1.png?width=1541&height=911&name=1759445175562_e699f05a_image-20250603103604-23-1.png) --- ### Step 5: Edit the Report Settings 1. Click the **Edit Report Settings** button near the top right of the screen. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445177841_c96fd551_image-20250603103617-24-1.png?width=2048&height=1273&name=1759445177841_c96fd551_image-20250603103617-24-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445180789_958a7a11_image-20250603103627-25-1.png?width=2048&height=1273&name=1759445180789_958a7a11_image-20250603103627-25-1.png) --- ### Step 6: Add Communication Columns 1. In the pop-up, check the following boxes under **Custom Properties**: - **Opt in/out to SMS** - **Opt in/out to Email** - **ON / OFF Master Unsubscribe** > Tip: You can also add other fields like gender, join date, and phone number if helpful. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445183851_aa47ff7a_image-20250603103641-26-1.png?width=2048&height=1273&name=1759445183851_aa47ff7a_image-20250603103641-26-1.png) --- ### Step 7: Refresh the Report 1. Click **Refresh Report** to apply your selected columns to the live report view. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445186891_7fc22354_image-20250603103651-27-1.png?width=2048&height=1273&name=1759445186891_7fc22354_image-20250603103651-27-1.png) --- ### Step 8: View or Download the Report 1. The updated table will populate below with the selected communication settings. 2. Click the **Download icon** next to **Edit Report Settings** to save a copy as a CSV. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445189301_2d748acc_image-20250603103700-28-1.png?width=2048&height=1273&name=1759445189301_2d748acc_image-20250603103700-28-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445190927_e654fec4_image-20250603103709-29-1.png?width=2048&height=1273&name=1759445190927_e654fec4_image-20250603103709-29-1.png) --- ## Expected Outcome You’ll have a live or downloadable report showing each client’s opt-in/opt-out status for SMS, email, and unsubscribed preferences. --- ## Frequently Asked Questions **Q: Can I save this report layout for later use?** Yes. After refreshing, click **Save Report** to store your column preferences. **Q: How often is this data updated?** Communication preferences reflect real-time updates from the client’s profile settings. **Q: What does “Master Unsubscribe” include?** It removes the client from all communications except for critical account alerts and receipts. --- Need help? 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