Viewing a Client Activity Schedules Report

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To view a client's activities schedule, complete the following steps:

    1. From the navigation bar, click Reports (or click the Reports icon).  The Reports index is displayed.

    1. Click the Program drop-down arrow in the upper-right corner of the page and select the individual program for which the report is to be run.  (This report cannot be generated for "All" or "Custom Grouping" selections.)
    2. If you previously bookmarked the Individual Consumer Group Schedule Report it is displayed on the reports index by default; otherwise, from the left-hand menu bar, click All under "Show Reports."
    3. Use the navigation features in the bottom-right corner to locate the Individual Consumer Group Schedule Report in the index, or enter "individual consumer" in the Search field in the upper-right corner.
    4. Click Individual Consumer Group Schedule Report from the reports index.  The Individual Client Group Schedule Settings page is displayed.

    1. Click the Consumer drop-down arrow and select the consumer for whom the report is to be viewed.  The default value is "All Clients."
    2. Only those program activities for which the client is a member, and which are scheduled to take place within the date range entered in the From and To fields on this page will be included in the report.  Make changes to the default date range as necessary (using mm/dd/yyyy format).

  TIP: The date range entered cannot be longer than one year.

    1. Click CONTINUE.  The report is displayed on the Individual Client Group Schedule Report page.

The contents of this read-only report include a calendar of the scheduled activities at the selected program for the date range and client(s) specified on the previous page.

The process of viewing a consumer activity schedule is now complete.