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What types of clients have my Practitioners been seeing?


Another way to use the Appointment Summary Report is to use the Group by options to look at the types of sessions/clients that are being seen by each Practitioner.
 
Go to Reports
Open the Appointment Summary Report
Select the Date Range to include
Click on Appointments radio button
Click Go
All the appointments will display
 
To change the Grouping of the Appointments into Appointment types by Practitioner do the following:
Drag the Practitioner Column heading up from the Heading bar into the dark blue space
Drag the Appointment Description heading up from the Heading bar into the dark blue space and drop it below the Practitioner heading
 
Once the Grouping has been added then the result list should look similar the picture below