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.

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Prerequisites

• You must have access to your Hapana Core Account.
• You need permission to view and generate reports.

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Step 1: Log in to Your Hapana Core Account

1. Go to core.hapana.com/login.
2. Enter your login credentials and sign in.

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Step 2: Open the Reports Section

1. Click Reports in the top navigation bar.

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Step 3: Choose a Report Category

1. In the Report Categories dropdown, select Clients & Attendance.

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Step 4: Select the All Clients Report

1. Under Clients & Attendance, click on All Clients to open a full client list.

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Step 5: Edit the Report Settings

1. Click the Edit Report Settings button near the top right of the screen.

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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.

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Step 7: Refresh the Report

1. Click Refresh Report to apply your selected columns to the live report view.

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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.

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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.

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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.

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Need help? Reach out to our support team via [email protected].