Detailed Reports

1 min. readlast update: 05.17.2022

Clinicians can see detailed reports for appointments and events of all clients and export them to a CSV file. To check, go to Reports > Detailed Reports > Select a Clinician > Select a date range > Select Event (Appointment or General Event) > Select the Status (Scheduled, Completed, No Show, Canceled) > Retrieve Events.  

To export into a CSV file, click the Excel icon and the report will be downloaded to your device.

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Video Tutorial: https://youtu.be/U71JXBe8ji0

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