Review and reporting
Have the report ready when the meeting starts
The report is the deliverable everyone asks for: supervisors, caregivers, school teams, and clinical reviewers. TallyFlex keeps reporting connected to the data and notes already collected, so meeting preparation does not become a separate rebuilding project.
Choose Detailed for configurable graphs and summaries, School Progress for week-by-week or month-by-month review, Notes Only for completed service-record notes, or Daily for a one-day view. Detailed reporting also supports Excel and CSV when another system needs structured 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.
Choose Detailed, School Progress, Notes Only, or Daily for the work in front of you.
Choose a saved reporting period or set a new date range, then select the data to include.
Add your reporting name and logo in personal settings, or use the team identity managed by a team owner or admin.
Generate the PDF, or use Excel or CSV from Detailed reporting when structured data is needed.
Why it matters
Designed for data you can actually review
Choose the right report
Create Detailed, School Progress, Notes Only, or Daily reports without rebuilding the same information.
Reuse reporting periods
Save personal periods on Solo, or use shared periods managed by team owners and admins.
Make reports recognizable
Add a personal or team reporting name and logo to supported PDF reports.
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?
Detailed reports support PDF, Excel, and CSV. School Progress, Notes Only, and Daily reports create formatted PDFs for their focused workflows.
Can I create one Daily report for my caseload?
Yes. Create a Daily report for one client or student, or include clients or students you have permission to include who have data for the selected day. Each person starts on a separate page.
Can reports use my name or logo?
Yes. Solo users can set personal report branding. Team owners and admins can manage the reporting name and logo used for the team.
Keep the workflow connected
TallyFlex keeps setup, collection, review, and reporting in the same working path.