In the Reports dashboard, the Dates and Docs Report provides a customizable view of client information. You can apply filters to tailor the report to your needs, then export the results or save the report configuration for future use.
To access the Dates and Docs Report, navigate to Reports and select Dates & Docs
The Dates and Docs report is used to monitor the status of documentation for both clients and staff
To access the Dates and Docs Report, navigate to Reports and select Dates & Docs
The Dates and Docs report is used to monitor the status of documentation for both clients and staff
To Customize Columns:
To add or remove columns from the report, select Columns. From the Columns menu, you can search for specific keywords to quickly locate available fields. Select the checkbox next to a column to add it to the report, or clear the checkbox to remove it. Your selected columns will automatically update in the report, allowing you to customize the displayed information to meet your reporting needs.