How to access the Client Profile Reports

There are four reports available at the bottom of the Client profile.

Scroll to the bottom of the page you will see.


Report Filters


Report Name: Choose the report you would like to run. (From the list shown below)
Save As:  Choose how you would like to see the report (it is recommended you use adobe PDF or  Microsoft Excel)



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Article Details

Article ID:
129
Date added:
2017-10-17 13:27:43
Views:
162
Rating (Votes):
(114)

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