Any TheraNest user can access and run the Clients Served Report.
Report shows clients and what service type was used on an appointment for them. This report pulls in both Archived and Active clients.
- Click on Reports in the primary navigation bar
- Click on Clients Served under the Clients section
- The report will default to the current month. Set desired date range.
- Click Run Report
Note: You can always set how many clients you can see on the screen by clicking the number of entries on top of the report from 10, 25, 50 & 100.
You can also copy or download the CSV, Excel, and PDF version directly to your computer by clicking the CSV and PDF in the upper right.