Review and reporting
Have the report ready when the meeting starts
Share what you have set up, review what happened, or bring saved notes to a meeting. TallyFlex builds each report from the information already in your account.
Use Client summary for saved setup, Progress report for observed results, and Detailed data for configurable graphs and exports. Annotations keep context such as schedule changes with the progress you share in Detailed data and Progress report PDFs.
Availability: Solo and Teams
Detailed data example
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
From saved information to a shareable report
Generate Report is built for the moment when someone asks, "Can you send the data?"
Open Generate Report from the client or student profile and choose the output you need.
For a caseload Progress report, start from Export on the Clients or Students list. Choose Daily Export there to create a combined Daily report.
Choose what to include and, for reports based on observations, the date range.
Generate the PDF, or choose Excel or CSV from Detailed data for structured data.
Why it matters
Designed for data you can actually review
Choose the right report
Share setup, observed progress, saved notes, or daily activity without rebuilding the same information.
Prepare reports for your caseload
Export Progress reports for selected or all active authorized clients, or create a combined Daily report.
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 and optional phases, with guided configuration and clear next actions for objectives.
Learn moreReusable setup
Template Library
Reuse tracker and program setup from personal, team, curated, and community templates, then adapt it for each learner.
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 data supports PDF, Excel, and CSV. Progress report, Client summary, Notes report, and Daily report create PDFs.
Can I export Progress reports for my caseload?
Yes. Choose selected or all active clients you can access, a date range, and Day, Week, or Month grouping. One client with data produces a PDF; multiple clients produce a ZIP of individual PDFs with an outcome summary.
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 I choose how much detail appears in PDF summaries?
Yes. In Session and Daily PDFs, use Include supporting details to choose how much detail appears beside the summary results.
Can I export raw data on Free?
Yes. Basic Export provides raw CSV and Excel files on every plan, including Free. Solo and Teams also include Generate Report for formatted PDFs and supported structured-data exports.
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.