Note: Information on Client Encounters can be gathered using Raw Data Reports at both the Organization and Enterprise levels as well as within an individual client’s profile.
- Go to: Reports, then click on “Client Reporting Data – Column Layout Report” found in the sidebar under Client Reports
- Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles
- Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
- Optional: Encounter Date: Enter a date to search for Encounters, “From” or “To” a specific date. If you enter a date for both, you can search for the Encounters within a date range.
- You can either search by entering exact dates or by using dynamic dates
- Optional: Date Created: Enter a date to search for when Encounters were created (logged/entered), “From” or “To” a specific date. If you enter a date for both, you can search for the date Encounters were created, within a date range
- You can either search by entering exact dates or by using dynamic dates
- Optional: Check the box to include entries that do not have any of the selected reporting fields
- Choose your Sort preference
- Choose the desired Export File Format
- By default, we have selected the most common columns used in an export. In the “Columns to Include” section you can see what columns are included and to make any changes
- Click either the [View Client Reporting Data] button to see it on screen, or the [Export Client Reporting Data] button to export the file