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How to Run the Client Access Report

  1. With the client open, click the Search icon. 
  2. Type Client Access in the Search Bar. 
  3. Click to select,Staff Client Access Tracking (Client)
  1. A new window will open with the report.  Click the Calendar icon and select the appropriate Start Date.
  2. Click the Calendar icon and select the appropriate End Date.
    1. Select any other filters that are appropriate, such as Staff Member or Sort By. 
  3. Click Apply Filter
  4. The report will display below.