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Instructions:

To generate selected client reports:

• Hover over the REPORTS tab on the top-left side of the screen.

• Under the REPORTS tab, hover over the CLIENTS tab.

• Click on the PRINT/EXPORT FORMS button.

• On the Print/Export Forms page:
  • Select the desired client(s) from the AVAILABLE CLIENTS section; and
  • Select the desired form(s) associated with the client(s) from the FORMS section. 

• When you are ready to generate the report, click on the GENERATE PDF Report button on the bottom-right side of the screen.

• A printable version of the PDF report will open in a new window.