This article explains how you can download the report - Client Service Summary. 


  1. Navigate to the Reports Tab. 
  2. Select Client Service Summary. 
  3. Select the date range for the report and click Go.
  4. The report will be downloaded and ready to view in the Download Tray.  (Fig. 1)                                        (Fig. 2)
  5. Download the Client Service Summary.  
  6. You can view all details related to the appointments in the Excel spreadsheet.