Client Reports

Information about where to download client lists and generate specific reports.

Paul avatar
Written by Paul
Updated over a week ago

Your Client Reports can be located in the Report Center and can be generated by two types: 

  1. All Clients - This generates a downloadable report specific to each client

  2. By Staff Member - Generate reports based on specific staff member client lists

Each report can be downloaded in CSV, XLS or PDF formats

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