Session Log Report

Owned by Kaitlyn England
Last updated: Jun 05, 2023
2 min read

This report allows users to pull an appointment list based on funder.

Step

Description

Good To Know

Step

Description

Good To Know

How to Access

Go to Reporting Dashboard>Scheduling Reports Section

Select “Session Log”

 

Users must have permission to “View/Download Scheduling Reports”.

Report Filters

Required Filters:

  • Must select the funder you want to pull data for

  • Must choose the specific month(s) you want to pull data for

 

Optional Filters:

  • Narrow down by specific client. Can select multiple or leave blank to pull over all clients who have the selected funder

  • Narrow down by specific location. Can select multiple or leave blank to pull over all data

  • Customize the appointment requirements

 

User must select the funder before filtering down by client

Viewing the Report

When filters are set, select “Download the PDF” to view the report.

The PDF will contain appointment information based on the filter selections.

  • Date of services

  • Location of services

  • Service Name and Billing code

  • Start and End time of appointment

  • Name and Credential of staff providing services

  • Signature of legal guardian if obtained