Client Report - Site

The site report allows you to see the number of clients allocated to each site. Clients can be allocated to sites through the client details section.

To access this report, go to 'Dashboard' > 'Client' > 'Site'

Generating a Site Report

 

  1. Optionally define groups
  2. Optionally define which practitioners clients are allocated to
  3. Define the status of client files to either current, closed or both

Press 'Generate' when you are finished.

 

James Hogan -

Have more questions? Submit a request

Comments 0

Top