OBJECTIVES
This article will assist you to view a summary of client's visit.
INSTRUCTIONS
1. Go to Additional workplace
2. Click Consultation Area
3. Click on “Reports” tab on your left screen
4. Select Client Visit Summary
5. Search for client using either one of the options available on the tab and click Button “Select”
6. Click on the Report highlighted in RED on your right (see screen below).
-Use Start Date and End Date to show client's visits between dates.
- Click on the Export To drop down to save the report in one of the formats (Crystal Report, Rich Text, Word For Windows, Excel, PDF, HTML32/40, Text, Character/Tab Separated Values, Editable RTF )
