Finding specific clients in the Compliance Tracker is fast and flexible. Filters are organized into two sections: Client Filters (which control which clients appear) and Display Options (which control what data columns are shown). Here's everything you can use to narrow down your list.

Client Filters

These filters control which clients appear in your tracker.

1. Smart Views

As always, Smart Views are your best friend. If you've already created views like:

"High Performers"
"At-Risk Clients"
"Membership Expiring Soon"

...you can apply them instantly in the Compliance Tracker to isolate the right group of people.

2. By Trainer

Want to check how a specific coach's clients are doing? Use the Trainer Filter to only show clients managed by that team member.

3. By Status

You can filter clients based on their Status, such as:

Active
Paused
Vacation
Sick
Injury
Cancelling

If you've created custom statuses for your business, those will also appear in the dropdown alongside the defaults. This makes it easy to track groups of clients with special circumstances.

4. Search

Just looking for one specific person? Use the Search Bar at the top to instantly pull up any client by name or email.

5. Weight Lost Filter

Need to find clients within a specific weight loss range? First, enable the Weight Lost column from the Display Options section. Then open its Configure menu where you'll find the Filter by Range option.

Once enabled, you can set a minimum and/or maximum weight lost value. The filter respects your unit system — enter values in kg or lbs depending on your preference. Only clients whose weight change falls within the specified range will be shown.

6. Form Tracking Filters

If you use Forms (check-in forms, questionnaires, etc.), the Form Tracking toggle in the Client Filters section lets you filter clients based on form submissions. Enable it and click Configure to access these options:

Select Form to Track — choose which published form to track.
Show Clients — filter to show All Clients, only those Who Completed the form, or only those Who Didn't Complete it.
Filter by Week — narrow results to a specific week's submissions, or view all weeks.
Submission Type — filter by All Submissions, Late Only, or On Time Only.

Display Options

These options control what data columns are visible in the tracker (Metrics, Advanced Metrics, Weight Lost, Form columns, etc.). They don't change which clients appear — just what information you see for each client.

Pro Tip: Combine filters (e.g., Trainer + Status + Form Tracking) to get even more specific insights into your client base.

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