{"id":672,"date":"2015-01-19T14:58:57","date_gmt":"2015-01-19T14:58:57","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=672"},"modified":"2017-03-29T15:49:53","modified_gmt":"2017-03-29T15:49:53","slug":"reports","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=672","title":{"rendered":"Reports (Client File)"},"content":{"rendered":"
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Reports<\/h3>\n

\"\"<\/p>\n

The Reports<\/strong> section of the client file allows you to run a variety of reports pertaining to that particular client.<\/p>\n

Open the client file, select Client Record<\/strong> at the top of the page to open the file menu, and select Reports.\u00a0<\/strong> All of the available client reports will be listed; select the report you wish to generate.<\/p>\n

Tip:<\/strong>\u00a0 generate the Client Audit Log<\/strong> report for a detailed audit trail of who has accessed the file.<\/p>\n\n\t\t<\/div>

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Continue to Section 3:\u00a0 Group Notes<\/strong><\/a><\/p>\n

Back to Table of Contents<\/strong><\/a><\/p>\n\n\t\t<\/div> \n\t\t<\/div>

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