Client Report - Newly Added

The newly added reports shows you the number of new clients which have been added within a certain period of time.

To access this report, go to 'Dashboard' > 'Client' > 'Newly Added'

Generating a Newly Added Report

  1. Select the time range for when clients were added
  2. Optionally define the sites that clients are allocated to
  3. Optionally define groups that clients are allocated to
  4. Optionally define which practitioner clients are allocated to
  5. Define the status of client files to either current, closed or both

Press 'Generate' when you are finished. 

 

James Hogan -

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