Client Report - Newly Added
The newly added reports shows you the number of new clients which have been added within a certain period of time.
To access this report, go to 'Dashboard' > 'Client' > 'Newly Added'
Generating a Newly Added Report
- Select the time range for when clients were added
- Optionally define the sites that clients are allocated to
- Optionally define groups that clients are allocated to
- Optionally define which practitioner clients are allocated to
- Define the status of client files to either current, closed or both
Press 'Generate' when you are finished.
Mark Pirotta -