Schedule at a Glance:
- This report will only show the date of birth for clients who have had a visit during a specified date range and will include the year.
- Click on the Reports tab.
- On the left side, select the Clients tab.
- Locate the Schedule at a Glance report.
- Enter in the date range you wish to generate results for. (1/1/16-12/31/16)
- Export the report by clicking on the Export to Excel icon near the Generate button.
- Send this file directly to us, without making modifications and we will reformat and import the information for you.