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How to access the Client Profile Reports Article not rated yet
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 ...
Settlement Program Registration Report Article not rated yet
Settlement Program Registration Report This is your client’s registration report, it will have all the information you added to the client profile. To access this report see How to access the client profile reports  The picture below only shows a portion of the full report
Client History Report Article rated 5.0/5.0
Client History Report This report will provide you with the session dates, the session id, type of session form, the agency program and the session notes. To access this report see How to access the client profile reports 
OCMS Client Card Article not rated yet
OCMS Client Card This is a small printable card showing the client name, agency, client number and registration date. To access this report see How to access the client profile reports 
Client Mentor / Tutor History Article not rated yet
Client Mentor / Tutor History This report will provide you with the tutor/mentors name, the match date including the status of the match. To access this report see How to access the client profile reports 
 

 
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