Generate Report

Open Generate Report

Create reports for a visit, a reporting period, or several clients with Generate Report, available on Solo and Teams. For a quick comparison of the outputs, see Reports & Exports.

From a client or student profile, open the gear menu and choose Generate Report.

Choose the report that fits

• Detailed data - Choose graphs, summaries, statistics, and notes for a PDF, or export structured data as Excel or CSV.
• Progress report - Review observed progress by day, week, or month in a PDF.
• Client summary - Share saved programs and targets in a PDF, even before collecting data. No date range needed.
• Notes report - Share saved notes from completed service records in a PDF, with their current review status.
• Daily report - Bring one day’s service records, data summaries, timeline events, and notes into one PDF.

Export reports for your caseload

Caseload Progress reports are available on Solo and to Team owners, admins, and supervisors. On Teams, you need editing access to each client included.

From the Clients page, select the people you want to include, then open the export menu. With no selection, the menu offers all eligible active clients. In school accounts, the same page uses Students.

Choose Progress report for a shared date range and report options. Multiple clients receive separate PDFs in a ZIP, along with an export summary. Review that summary for anyone without reportable data. The export supports up to 100 eligible clients and a date range of up to 120 days.

Choose Daily Export for one day’s service records. It includes eligible people with data that day in one PDF, with each person starting on a separate page.

Daily reports also include observations added after a visit.

Choose supporting detail

For Daily report and caseload Daily Export, turn off Include supporting details for a simpler summary table. Your results stay visible, and other report sections stay the same. The option starts on for each report. You can also use it when exporting one Service Record.

In Detailed data, Include task analysis and prompt details controls those detailed sections.

Include objectives in Progress report

Turn on Include objectives in Progress report to add objective text, criteria, and any benchmark dates.

• Current only includes each selected tracker’s current objective when you generate the report.
• Current and mastered also includes objectives recorded as mastered within the reporting period. Pending objectives are excluded.

Benchmark is a planning date; recorded mastery dates determine which mastered objectives are included. Set or change a benchmark date.

Keep context with the graph

Detailed data and Progress report PDFs keep annotations, such as schedule changes, with the graph. The Annotations list carries their full details.

In a Progress report, a marker identifies the day, week, or month containing the annotation. Use the list for its exact date and time.

See Working with Graphs to add and review annotations.

Reuse reporting periods

Save a reporting period for dates you use often, such as a grading period. Solo users manage their own periods; on Teams, owners and admins manage shared periods. You can also choose a custom date range.

Add a reporting name and logo

Add your name and logo to supported PDF headers in Settings → Reports. On Teams, owners and admins open Team Management → Settings → Reports and use Edit team identity to manage the name and logo.

Generate and share the report

Choose Generate report when your selections are ready.

Share reports only with people authorized to receive the client or student’s information.

Raw CSV and Excel

For raw data without the reporting options above, use Basic Export. It is available on all plans.