report - create, edit, or print

There are 3 ways to create a new report. 

From Main Dashboard
1. Click the "Reports"
2. Click "Generate a Report"
3. Click client name 
4. Select the Start and End dates for "Summarize Sessions Between"
5. Select the Start and End dates for "Request Continued Treatment Between" (optional)
6. Select the report template from the dropdown menu
7. Click "Generate"

From Schedule
1. Double click on event
2. Click "Edit current occurrence"
3. Click the red "Report" icon
4. Click "Save"
5. Select the Start and End dates for "Summarize Sessions Between"
6. Select the Start and End dates for "Request Continued Treatment Between" (optional)
7. Select the report template from the dropdown menu
8. Click "Generate"

From Client List
1. Click "View Client List"
2. Click blue "Reports" button next to the client name
3. Click "Generate Report"
4. Select the Start and End dates for "Summarize Sessions Between"
5. Select the Start and End dates for "Request Continued Treatment Between" (optional)
6. Select the report template from the dropdown menu
7. Click "Generate"


Edit 
From Todo list
1. Click checkbox next to the report name
2. Click blue "Edit" button
3.  Make your edits
4. Click "Save Report"

From Client List
1. Click "View Client List"
2. Click blue "Reports" button next to the client name
3. Click "View Reports"
4. Click blue "Edit" button next to the report
5. Make your edits
6. Click "Save Report"


Print
1. Click "View Client List"
2. Click blue "Reports" button next to the client name
3. Click "View Reports"
4. Click the checkbox next to the report
5. Click "Download/Print Selected Items"
6. In the new PDF window, click the "Print" icon in the upper right-hand corner
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