Issue

How do I run a report showing a client's past appointments?

Solution

  1. On the Client Header, select the client for which to run the report
  2. Click the next to the selected client to open the Client Details view
  3. Click the Conditions tab then click Get Data to list all the conditions created for this client

  4. Click on next to the selected condition to display a report which includes ALL appointments associated with that condition (past and future)

  5. To get a report of all the client's appointments for all conditions, you will  need to run a separate report for each condition.

Updated:06-Feb-24

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