Report on a Client's Past Appointments
Issue
How do I run a report showing a client's past appointments?
Solution
- On the Client Header, select the client for which to run the report
- Click the next to the selected client to open the Client Details view
- Click the Conditions
tab then click Get
Data to list all the conditions created for this client
- Click on
next to the selected condition to display a report which includes
ALL appointments associated with that condition (past
and future)
- To get a report of all the
client's appointments for all conditions, you will need
to run a separate report for each condition.