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Client Package Summary

Generate a report of all open packages by client.

Reports

Reports

Click on the Reports Link

Client Package Summary

Client Package Summary

Click on Client Package Summary

Note: Use the Navigation Sidebar to quickly navigate to other Reports without having to return to the main Reports page.

Generate Report

Generate Report

1. Select the Client's Default Trainers to Filter by: allows you to choose a specific default trainer to report on. This will only apply to clients who have a default trainer select.

Check the box below to Include Deleted Resources.

2. Click on Generate Report.

Generated Report

Generated Report

Note: You can export this report by selecting a format and clicking export.

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