Table of Contents
Purpose
This client-based report pulls data from services the client has received, specifically service notes, and provides a list of service notes written during the reporting period.
Running the Report
Users with the Client Reports access right can run this report. The information returned may be limited by the user's broader access rights and visibility settings.
Report Location
The Client Service Notes report is a client-based report that runs from Reports in the client's record.
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For a full overview of the Reports item, refer to Client Reports (New Clarity Interface).
To run the report:
- Click Reports in the client's record.
- Locate [CLNT-106] Client Service Notes in the Available Reports table (use search or sort if needed).
- Click Run on the report's row or select Run from the Action Menu options.
- Enter the report parameters (see Parameters below) and click Submit.
- When the report is ready, open it from the My report queue card or the global Status icon in the header.
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Parameters
The following parameters are required to run this report:
| Parameter | Description |
|---|---|
| Service Item(s) | Choose which services to include in the report. |
| Report Date Range | Select the date range for the report. |
| Report Format | Select the report output format. |
Specifications
Universe
Pulls from selected services, specifically service notes, provided to the client during the reporting period.
Published: 10/01/2026