Go to: Reports, then click on “Client Reporting Data – Column Layout Report” found in the sidebar under Client Reports

Optional: Click on Report on a Specific group if you need to choose the volunteer statuses you want to report on or add search criteria.

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.

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

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

Go to: Reports, then click on “Clients and Associated Activities Raw Data” found in the sidebar under Client Reports

Optional: Category: Select a Category from the dropdown list

Optional: Activity Status: Select to filter based on activity status

Client Statuses: Select statuses of clients you wish to include

Select the desired Export File Format

In the “Columns to Include”, select the information you would like to include from the following categories:

Optional: Click [Save This Report], to name and save your report for future use

Click either the [View Client Activity Data] button to see it on screen, or the [Export Client Activity Data] button to export the file