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 ...
Navigation: Report Menu »» Clients »» Certificates (Basic) Navigation: Report Menu »» Clients »» Certificates (Advanced) Applies To: Enterprise Plus Basic Certificates Print completion, h...
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...
Navigation: Report Menu »» Clients Classifications Client classifications reporting. Applies To: Enterprise Plus Exclude Blanks: Use this special filter to include or exclude records based ...
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 ...
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...
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 ...
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...
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...
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...