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How do I print out all the tasks that were completed for a client for a specific time period?
How do I print out all the tasks that were completed for a client for a specific time period?
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Written by Kate Lewis
Updated over 5 years ago

Reports>Client>Task Report by Client
You can filter by specific client/caregiver and by date range

The report will show the name of the client, the name of the caregiver, the name of the task, the status of the task and any relevant notes added by the caregiver as well as any documents uploaded by the caregiver.

Reports can be exported into Excel, PowerPoint, or PDF 

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