Generate Reports

How to create patient reports to review progress, session notes, target status, and more.

Video Link

1. Click on Case Name > "Reports" in the menu.
   • 
2. Once you click on "Reports," you will be brought to the report menu.
   • 
3. Select the Report Type:
   • Mastered Targets: Shows all targets that have been mastered within the parameters you've entered.
   • Trending Up/Down Report: Graphs the progress of goals, averaging the targets within each goal.
   • Cumulative Mastered Goals Graph: Displays how many targets were mastered during the selected period, with an option to filter by domain or cumulative data.
   • Average Target Score Per Session: Shows the average score per session for targets within the specified date range. You can filter by target, domain, sub-domain, or target types.
   • Daily Percentage Report: Shows the percentage of all targets for the selected day.
   • Weekly Percentage Report: Displays the average scores for active targets over the week, broken down by each day.
   • Progress Report Builder: Displays all mastered targets, average scores, ongoing targets, and behavior graphs.
   • Weekly Goals Report: Shows the trend difference between the start and end of the period entered for all goals.
   • Full Program: Downloads an Excel spreadsheet detailing the state of the targets in the program for the specified date.
   • Session Data Report: Downloads an Excel spreadsheet with all the data collected for the specified date range, organized by session.
4. Adjust Report Filters:
   • Click on the report you would like to generate.
   • You can then adjust the start and end date for your report.
   • You can also adjust other filters as needed to meet your specific requirements.
5. After making your selections, click on "Create" at the top-right corner of the screen.
6. Your report will automatically generate and be available for review.