• Custom Report Templates can report on one or many custom fields.
  • By Client, it can be used along included in the "Client Roster" report
  • By field, it can be used specifically in the "Custom Field Report" it will count any occurrence (if "Any" selected) or count specificly the values entered for a given period of time for any matching clients
  • There are currently some limitations on the report of fields that allow multiple selections such as checkboxes that have many values.
  • To create a custom report template click on the link that says custom report template.