Client Reports

Overview

Client Reports give administrator access to the same reports offered to client approvers via the approval application. Client Reports will include data for an entire client across an agency regardless of branch or group.

To generate report data, you must enter the client name or client number for your target client when prompted.

Steps

  1. To access the Client Reports menu, select your desired group or branch.
  2. Open the TASKS drop-down menu and select Client Reports.

  3. In the window that appears, select the report name you want to run from the options listed.

  4. Enter the target client name or client number as well as any date range requirements, then select to generate your report.


  5. After the report generates, review the data on screen.
    • Select to save a copy of the data.

  6. Select Back To Reports List to return to the report selection screen at any time. If you are done with the Client Reports menu, you can close the window that appeared.