Generating a Client Progress Report

Once a treatment plan template has been created, you can follow these steps to generate and customize a progress report for any of your clients with a few simple clicks.

📹 Watch: Generating a Client Progress Report

Steps to Generate a Client Progress Report

Select the Client's name from the [Clients] drop down list.
Select [Progress] from the navigation menu

Select the [Reports] tab on the far right.
To create a new report, select [Add New Progress Report].

Screenshot 2025-06-09 at 4.56.40 PM

Here, you can choose to select a templated report or create a report from scratch.

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Select a report, then edit the title, description and report period as desired and click [SAVE].

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If you've selected a template, those components should auto-populate on your report. To edit any component, simply click on that section or select the three vertical dots in the top right corner and select [Edit Report Elements].

NOTE: Filters for target level graphs and target data tables cannot be edited at the client level, they can only be edited on the parent template.

To ensure quick loading time, the graphs in your plan default to hidden in edit mode, but you can see them by selecting [Show this graph] or [Show all graphs].

Click on any section to open the text editor and add additional information into the report

Note: Remember to save your report often. Navigating away from the report with unsaved changes will result in any updates being deleted

To export your report, select the "Export" icon on the top of your report. This will produce a pdf document that you can submit to funding sources or save in your files for documentation.

-Updated July 2025