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