Session Unit Reports

This Report simply shows the number of Sessions scheduled for the Date Range set.

NOTE: This Report includes Archived Clients.

Jump to Section [Set Report Parameters] [Read Report] [Download Report]

Set Report Parameters (Filter)

1. Click Reports in primary navigation bar and click Session Units under Appointments section.
2. Set Filters:
   • Set Date Range.
3. Click Run Report. 
   

   Note: Change the number of Clients shown per page (10, 25, 50 or 100) by clicking desired unit at top of report. 

   

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Read the Report

1. You can Search the Report for a specific name or word. i.e. Status, Client Name, Service Type, etc.
2. From left to right, you can see:
   • The Staff Member
   • The Client they saw
   • Date
   • And Time.
     

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Download Report

Once you have run the Report, you can copy or download the CSV, Excel, and PDF version directly to your computer.

1. Click the CSV and PDF button on the upper right tab.
   

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