You can also search for clients in a specific Program. To search for clients by Program: Click Client in the top navigation. Click the blue filter icon on the right of the screen, just above the column headers. Shape P100#y1P100#yIS1 In t
You can also search for clients in a specific Program. To search for clients by Program:
1. Click Client in the top navigation.2. Click the blue filter icon on the right of the screen, just above the column headers.
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3. In the Filter Clients dialog box, click the Client Creation Date arrow, and then select either one of the displayed date ranges, or click Custom to enter your own date range. In this example, we will choose a Custom date range.
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4. Select the desired date range by selecting the From date in the left date field and the To date in the right date field.Note: You can use the arrows on both calendars to scroll to a different month and year.
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5. Once you have selected the desired date range, click the arrow in the Select program dropdown, and then select the desired program.Note: The Enrollment Start Date and Enrollment End Date fields are additional filters you can use in your search, but they aren’t required. If you don’t want to add these filters, simply click Apply without selecting either date.
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6. Click the Enrollment Start Date dropdown, and then select one of the displayed date ranges, or click Custom to enter your own date range. In this example, we will select Last 90 Days.
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7. Click Apply. You will now either see a list of clients that meet the search criteria, or a message that says “No clients found” if there are no clients that meet the search criteria.