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Progress Reports - · PDF fileClick Progress on the left hand menu tree. 3. ... Progress Reports Client Progress Report ... nt date) test to this date

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  • Progress ReportsDetailed Client Progress Report

    1. Entry Steps: Login, Select Facility, Select Client List, find client, click Activity List.

    2. Click Progress on the left hand menu tree.

    3. SMART requests the Activity Date Range. Enter start date and end date. Activities within this time period (inclusive) will appear on the Progress Report.

    4. Click On Screen to produce the report. It pops up in PDF format. If pop-up blockers are turned on, the report may not appear. If that occurs, hold the Control key while clicking On Screen to disable pop-up blockers.

    5. See sample report on next page.

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  • Progress ReportsSummary Client Progress Report

    1. Entry Steps: Login, Select Facility, Select Client List, find client, click Activity List.

    2. Click Progress Summary on the left hand menu tree.

    3. SMART requests the Activity Date Range. Enter start date and end date. Activities within this time period (inclusive) will appear on the Summary Progress Report.

    4. Click On Screen to produce the report. It pops up in PDF format. If pop-up blockers are turned on, the report may not appear. If that occurs, hold the Control key while clicking On Screen to disable pop-up blockers.

    5. See sample report on next page.

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