- On the right-side of a client's Case file you'll see below the tabs a CASE REPORT option (see screenshot here).
- On the first screen you can filter by a date range and change the format. Typically you'll simply click the [Next] button (see screenshot here).
- On the second reporting screen, you can include/exclude information as you see fit -- You can include personal info (including demographics, etc.); totals associated with the assistance provided; Relationships; Notes; Alerts; etc. (see screenshot here).
- Note: when you set up your case report, those parameters will be saved until you change them. Even if you log in on another computer, those parameters are saved for you.