Report - automatically pull from notes
1. Click "Reports"
2. Click "Generate a Report"
3. Click client name
4. Under "Summarize Sessions Between" select the Start date and End date for the range of time you would like to pull daily notes from
5. Select your report template from the drop down menu
6. Click "Generate"
Important things to note:
The report pulls the Long Term goals, Short term goals, comments, and data fields from all notes created within the parameter you set.
If your report template isn't currently pulling from daily notes and you would like it to, please email us and we will edit your template so the information will automatically populate.
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