This article explains how you can download the report - Client Service Summary. This report provides a summary of the type of service provided for the clients.
How to export Client Service Summary
- Navigate to the Reports Tab.
- Select Client Service Summary.
- Select the date range for the report and click Go.
- The report will be downloaded and ready to view in the Download Tray.
- Download the Client Service Summary.
- You can view all details related to the appointments in the Excel spreadsheet.