Reporting
Reporting tools usage, setup, and analysis guides.
By Emma1 author8 articles
- Install data export templatesIn this article, we explain how to install a data export template from a file.
- Import and export files (Access Hosted)In this article, we explain how to import and export files when Access Hosted, and how to manually locate your local folders.
- Total over period reportIn this article, we explain how to run the total over period report by worker or by client.
- Print a reportIn this article, we explain how to print reports.
- Print or export a client assessmentIn this article, we explain how to print or export a client assessment and send it electronically.
- Mobile visit offer reportIn this article, we explain how to view the mobile visit offer report and what information it shows.
- Run a mileage reportIn this article, we explain how to run a mileage report and view mileage for staff over a date period.
- Unable to preview or print reportsIn this guidance, we explain how to fix report preview and printing issues caused by Crystal Reports errors.