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Need help finding a report that is able to pull data from the Client Module/Phone tab

Calah Hansen 2 years ago in Reporting Module updated by teresa.trepanier 2 years ago 1

We would like to be able to pull data specifically on the following fields in the Client Module/Phone tab.  Report #3400 seemed like a natural fit but didn't see the fields we are looking for.  Anyone else use a specific report to pull these fields?

  1. Reminders on Days before appointment
  2. Reminders on Day of appointment
  3. Send appointment reminders to

Thanks in advance for any suggestions!

Calah

You could try report 3010. It allows  you to choose multiple parameters with the appointment date range. 

Hope that is helpful! 

Teresa