1. Open client profile
2. Select Reports from the sidebar
3. Select Client Summary Report from the drop-down list
4. Select which Report Data you wish to view
Selecting Demographics will trigger a screen overlay - select all desired demographic fields to be included in Client Summary Report, then click Save
5. Under Report Date Range, select Start Date, End Date, or Defined Date Period from drop-down list (optional) - Leave blank to report on all client data
6. Click Run Report
7. If desired, click Print in the top right corner.
8. Follow your computer's prompts to print.