Generate Report
Create professional PDF reports with graphs, statistics, and customizable formatting.
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.
Select your date range and choose which behaviors and skills to include. Use the filter tabs to quickly toggle between All, Skills, or Behaviors.
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
- 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.