Reports & Exports
8 articles • 19 min total
On Solo and Teams, start with Generate Report to choose a report and its supporting detail.
Choose your output
| What you need | Where to start |
|---|---|
| Graphs, summaries, and supporting data | Detailed data. PDF includes graphs and layout; Excel and CSV contain structured data. |
| Observed progress over time | Progress report, with results grouped by day, week, or month. |
| Current programs and targets | Client summary, which describes saved setup rather than collected progress. |
| Saved notes across visits | Notes report. For one note’s PDF preview, see Write Clinical Notes. |
| Service records for one day | Daily report. For a Daily Points point card, use the day summary below. |
| One visit and its included data | Export a Service Record. See Signed Service Records for signatures. |
| One Daily Points day | Export the day summary. |
| Selected ABC observations | Export ABC data. |
For reports covering several clients, see caseload reporting.
Need raw data instead?
Basic Export provides raw Excel or CSV data. It is available on all plans, including Free.
Understand results
Use Working with Graphs to review the display, Scatterplot Analysis to explore patterns, and Understanding Report Statistics to interpret the numbers. For step-level results, see Task Analysis Reports.
Create and share
Generate Report
3 minChoose the report that fits, reuse reporting periods, and add your reporting name or logo.
Client Summary
2 minShare saved programs, skills, behaviors, and objectives in a PDF, even before collecting data.
Export a Service Record
2 minChoose what to include when sharing a single visit as PDF, Excel, or CSV.
Understand results
Working with Graphs
2 minCustomize graphs with date ranges, aggregation, annotations, and display options.
Scatterplot Analysis
3 minFind time-of-day patterns across behavior-reduction trackers and include scatterplots in reports.
Task Analysis Reports
2 minRead pooled totals, chronological runs, heat maps, mastery, and exports for task analysis trackers.
Report Statistics
3 minLearn how TallyFlex calculates report statistics for frequency, duration, latency, percent correct, interval recording, and task analysis data.
Raw CSV and Excel
CSV and Excel Export
2 minDownload raw client data as CSV or Excel, including on the Free plan.