Clients Served Report (WebABA Pro & Group)

This Report shows Clients and what Service Type was used on an Appointment for them. 

NOTE: This Report includes Archived Clients. 

Jump to Section [Set Report Parameters] [Read Report] [Download Report]

Set Report Parameters (Filter)

1. Click Reports in primary navigation bar and click Clients Served under Clients section.
2. Set Filters:
   • Set Date Range.
3. Click Run Report. 
   

   Note: Change the number of Clients shown per page (10, 25, 50 or 100) by clicking desired unit at top of report. 

   

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Read the Report

1. You can Search the Report for a specific name or word. i.e. Client Name, Service Type, etc.
2. Quick Report Statistic display at top.
3. From left to right, you can see:
   • The Client Name.
   • The Service Types listed on this Client's Appointments.
     

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Download Report

Once you have run the Report, you can copy or download the CSV, Excel, and PDF version directly to your computer.

1. Click the CSV and PDF button on the upper right tab.
   

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