Start a conversation

Clients

Reports related to Client profiles.

  • Certificates (InSight)

    Reports listed in the category are typically those used to print completion/participation style certificates. * Certificate reports merge with user-defined certificate templates. * Certificates a...

  • Client Lists (InSight)

    Reports listed in the category are typically those used to provide lists of clients, but not necessarily of enrollments. ------------------------- Alerts List Displays the medical and allergy alert ...

  • Client Merge (InSight)

    Reports listed in the category are those used to merge client information into specially formatted reports or with the user-defined Merge templates [http://xenegrade.helpserve.com/Knowledgebase/Articl...

  • Family (InSight)

    Reports listed in the category are those related to Client Family records. Pro/Elite User Notes: * Merge and envelope reports in this category are created using the Form Designer tool rather than ...