Review and reporting
Have the report ready when the meeting starts
The report is the deliverable everyone asks for: supervisors, caregivers, IEP teams, and clinical reviewers. TallyFlex keeps the report connected to the session data, so the work does not turn into a separate spreadsheet project.
Generate Report exports PDF, Excel, and CSV from the same report flow. Use the PDF for a formatted report with graphs and summaries, and use Excel or CSV when another system needs structured report data.
Availability: Solo and Teams
Generate Report
Ready for review
Date range
Jan 31 - Apr 30
Formatted report with graphs and summary.
Excel
Structured report data for spreadsheets.
CSV
Report data for external systems.
Engagement During Transitions
Skill Acquisition - Momentary Time Sampling - Percent of samples with engagement - 13 data points
Upward trend from initial sessions, with mean and median lines included in the report graph.
PDF carries the graphs and summary. Excel and CSV carry the structured report data.
Workflow
The report starts with the data already collected
Generate Report is built for the moment when someone asks, "Can you send the data?"
Open the client or student profile and choose Generate Report.
Select PDF, Excel, or CSV depending on how the report will be used.
Choose the date range, selected trackers, and graph options before generating it.
Share the formatted PDF or use the spreadsheet data in the system that needs it.
Why it matters
Designed for data you can actually review
PDF for the meeting
Generate a formatted report with graphs and configurable summaries, statistics, and notes.
Excel and CSV when needed
Export the same report data in spreadsheet-friendly formats for systems that need them.
No rebuilding from scratch
Select the date range and trackers, then generate the report from the data already collected.
Explore next
Explore the connected workflow
Keep moving through the parts of TallyFlex that usually work together: setup, collection, supervision, review, and reporting.
Target organization
Programs
Organize targets into programs, optional phases, and standalone targets when a flat target list is not enough.
Learn moreReusable setup
Template Library
Browse curated, personal, team, and community templates, then review reusable tracker setup before collecting data.
Learn moreShared access
Team Permissions
Use team roles and client-level access so supervisors can edit and oversee records while assigned staff collect or view only what they need.
Learn moreABA Data Reports questions
What formats does Generate Report support?
Generate Report supports PDF, Excel, and CSV. PDF is the formatted report with graphs and configurable summaries; Excel and CSV provide structured report data.
Which report format includes graphs?
Graphs are part of the Generate Report PDF. Excel and CSV output contain structured report data for review or external systems.
Can reports include only selected trackers?
Yes. Choose the date range and the behaviors or skills that belong in the report before generating it.
Keep the workflow connected
TallyFlex keeps setup, collection, review, and reporting in the same working path.