Generate Report

Create Professional Reports with Graphs

From any client profile, tap the gear icon and select Generate Report (PDF/Excel/CSV).

Choose your format, toggle report options, and expand Customize Graphs to control how graphs appear in your PDF.

Tip: Use Quick Presets (Clinical, Clean, Minimal, Detailed) to quickly configure graph styles, or fine-tune individual elements like trend lines and phase markers.

If you need time-of-day behavior patterns in the report, enable Include Scatterplot Analysis for selected behavior-reduction trackers.

Select your date range and choose which behaviors and skills to include. Use the filter tabs to quickly toggle between All, Skills, or Behaviors.

If setting or staff filters appear at the top of the report sheet, choose All settings for a combined report or select a specific setting or staff member for a narrower export.

Tap Generate Report to download.

The PDF includes an executive summary with session statistics and individual graphs for each selected behavior and skill.

What’s Next?

• Basic Export - Free Excel/CSV export for all plans
• Observation Settings - Filter report output by setting or staff
• Scatterplot Analysis - Include time-of-day behavior patterns in reports
• Working with Graphs - Customize in-app graph displays
• Client Overview - Review data before generating reports

Need Help?

Questions about reports? Email support@tallyflex.com for assistance.