Selecting user groups to report on

To create a report, you will first need to identify which client user group or groups to include in your report. 

  1. Navigate to Manager Menu on the main menu. 
  2. Select Clients/reporting from the drop-down.
  3. Click Select clients to report on or move.
  4. If your client user groups contain sub-groups, you can expand the list by clicking the arrow next to the top-level group. 
  5. Use the check boxes to select the group or groups you would like to include in your report.
  6. Once you have selected the clients you wish to run a report on, click Report on selected clients. This will open the reporting options screen (continue to choosing the report type).
  7. To return to the Browse clients page click Go back to normal, single client actions

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