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Client Summary

Share saved programs, skills, behaviors, and objectives in a PDF, even before collecting data.

2 min Updated September 15, 2026

Open Client summary

From the client profile, open the gear menu, choose Generate Report, then Client summary. In accounts using student terminology, it is called Student summary. Generate Report is available on Solo and Teams.

Client summary controls with completed and archived items off, In-progress objectives selected, and annotations on

Choose what to include

The default includes ongoing programs, skills, and behaviors, including standalone targets, with their in-progress objectives. Turn on completed/mastered or archived/closed items when you need that setup included too.

Objective choices apply within the programs, skills, and behaviors you include. Choosing Mastered objectives does not bring back excluded programs or targets. All objectives also includes pending and on-hold objectives.

Include annotations starts on. Annotations appear newest first, starting on a separate page at the end of the PDF.

Generate and share

Choose Generate report to create the PDF. You need an internet connection; there is no reporting date range to choose.

The PDF carries definitions, recording setup, mastery criteria, and objective details where saved. Here is an excerpt showing a skill and its objective; select the image to read it at full size.

PDF excerpt
PDF excerpt showing Receptive ID: Hands, its definition, percent-correct recording method, mastery criterion, and in-progress STO

Share it with people authorized to receive the client’s information. For observed results across a date range, choose Progress report instead.

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