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Classic: Creating Reports
Classic: Creating Reports

This article was created from a Google Doc.

Updated over 4 months ago

Go to the Reports Tab

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Click New Report

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Expand the Other Reports folder

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Find and click the SOAP Notes report type, then click Create

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Choose Show All Soap Notes

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Choose Session Start Date Field

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And a time frame you would like to report on

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Drag and Drop fields you would like to see in the report

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Click Run Report

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When satisfied, you can click Save

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Name and save the report

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