Quick Reports
When you open an Income Snapshot, click the first icon in the upper-right corner of page. This is the "export" icon. The Income snapsho...
Thu, 18 Apr, 2024 at 11:57 AM
When you open the Plans, you will see a green down arrow icon on the upper-right-hand side of the page. It is next to the "copy" icon. Plans...
Wed, 4 Aug, 2021 at 9:21 AM
Q. How do I run a report/get a list of all my clients? A. The one I recommend is the Household Participant Contact Report. It is found under t...
Thu, 18 Apr, 2024 at 11:56 AM
Running Client by Assignment Report
Thu, 18 Apr, 2024 at 11:55 AM