Start a conversation

Client Reports

  • Client Merge

    Navigation:    Report Menu »» Clients Applies To:    Enterprise   Plus   Basic Merge Letters / Merge Forms This report uses the Merge Text templates to merge with Client data in a letter or form forma...

  • Client Registrations

    Navigation:    Report Menu »» Clients Registrations Print completed Client registration forms. Applies To:    Enterprise   Plus   Basic    Enrollment Status values are defined as follows:   All = stat...

  • Client Schedules

    Navigation:    Report Menu »» Clients Schedules Prints client activity/course schedules. Applies To:    Enterprise   Plus   Basic    Enrollment Status values are defined as follows:   All = status is ...

  • Client Transcripts

    Navigation:    Report Menu »» Clients Overview Group of reports entirely related to clients including schedules, certificates, labels, and more.  Search criteria varies per report and XenDirect versio...