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Client Reports

  • Client Case Notes

    Navigation:    Report Menu »» Clients Case Notes Client case notes reporting. Applies To:    Enterprise    Plus   Basic Course Search Option: Because a Course Code can exist in Case Notes based on an ...

  • Client Certificates

    Navigation:    Report Menu »» Clients »» Certificates (Basic) Navigation:    Report Menu »» Clients »» Certificates (Advanced) Applies To:    Enterprise   Plus   Basic Certificates Print completion, h...

  • Client Checklists

    Navigation:    Report Menu »» Clients Applies To:    Enterprise    Plus Reporting option for Client Checklist records. Enrollment Status values are defined as follows: All = status is ignored but assi...

  • Client Classifications

    Navigation:    Report Menu »» Clients Classifications Client classifications reporting. Applies To:    Enterprise    Plus  Exclude Blanks:  Use this special filter to include or exclude records based ...

  • Client Content Completion

    Navigation:    Report Menu »» Clients Content Completion Client Attendance records with content completion as listed in the Completed field in the Attendance table.  Used to track what course content ...

  • Client Demographics

    Navigation:    Report Menu »» Clients Demographics Client demographics reporting. Applies To:    Enterprise   Plus   Basic  Display Ethnic: Select which Ethnicity value is displayed in the report, Def...

  • Client Documents

    Navigation:    Report Menu »» Clients »» Documents Applies To:    Enterprise    Plus  Basic Reporting option for Client Document records. Enrollment Status values are defined as follows: All = status ...

  • Client Family/Emergency

    Navigation:    Report Menu »» Clients Family/Emergency Print list, labels, envelopes or merge letter for Client Family records. Applies To:    Enterprise    Display Family:  Only valid for List templa...

  • Client Labels/Envelopes

    Navigation:    Report Menu »» Clients Labels/Envelopes Print labels or envelopes for Clients. Applies To:    Enterprise   Plus   Basic  Template:Include Return Address:  Option only for Envelope templ...

  • Client Lists

    Navigation:    Report Menu »» Clients Client Lists A variety of Client List templates. Applies To:    Enterprise   Plus   Basic  Alert List:  List of Client address, email, and phone contact informati...