Generate Report
Choose the report that fits, reuse reporting periods, and add your reporting name or logo.
Open Generate Report
Generate Report is available on Solo and Teams. Free includes Basic Excel and CSV Export.
From a client or student profile, open the gear menu and choose Generate Report.
The report chooser keeps the report type, reporting period, filters, and selected behaviors and skills in one place.
Choose the report that fits
- Detailed creates a configurable report with selected graphs, summaries, statistics, and notes. Detailed reporting supports PDF, Excel, and CSV.
- School Progress organizes progress by week or month in a PDF that is easier to review across a school reporting period.
- Notes Only creates a PDF of saved notes from completed service records. The report shows each note’s current review status but does not change that status.
- Daily brings one day’s service records, data summaries, timeline events, and saved notes into one PDF.
For a Daily report, you can report on the current client or student. From the Clients page, you can also use Daily Export to include clients or students you have permission to include who have data that day. Each person starts on a separate page.
Reuse reporting periods
Solo users can save up to eight personal reporting periods for date ranges they use often, such as a grading period or monthly review window. On Teams, owners and admins manage up to eight shared reporting periods for staff to use.
You can still choose a custom date range whenever the report needs different dates.
Add a reporting name and logo
Personal report branding is available from your account settings. On Teams, owners and admins can manage the reporting name and logo used for the team.
Supported PDF reports add the reporting name and logo to the header. If no branding is set, the report keeps the standard TallyFlex header.
Generate and share the report
Review the selected dates, filters, and trackers, then choose Generate report. TallyFlex creates the report from the data and notes already saved in the account.
Share reports only with people who are allowed to receive the client or student information. Follow your organization’s privacy, record-sharing, and retention policies.
For eligible signed service records, the PDF export can include a Signatures appendix. See Signed Service Records.
What’s Next?
- ABA Data Reports - See the reporting workflows at a glance
- Basic Export - Free Excel and CSV export for all plans
- Signed Service Records - Include signature details in eligible PDFs
- Observation Settings - Filter Detailed report output by setting or staff
- Scatterplot Analysis - Include time-of-day behavior patterns in Detailed reports
Need Help?
Questions about reports? Email support@tallyflex.com for assistance. Please do not include client or student names or other identifying details.