Client Reports

[CLNT-106] Client Service Notes


Type of Report

This is a client-based report which pulls data from services the client has received, specifically service notes.


To provide to list of service notes written during the reporting period.

Running the Report

Who Can Run the Report

All users can run the report. There are restrictions on which information can be accessed based on the user's access rights.

Report Location

The Client Service Notes report is a client-based report and must be run from the client's profile screen.


  • Service: Service Item(s)  - Choose which services to include in the report
  • Report Date Range
  • Report Format



Pulls from selected services, specifically service notes, provided to the client during the reporting period.

Report Tables

Updated 4/25/2023