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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 are one of...

  • 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 field values from the Client...

  • 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. Pro User Notes: Most merge reports are created usin...

  • 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 the co...