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Exporting Reports

The steps below will help you export your report data from InnoCare Software so that you can import to another program such as Excel.

Exporting Client Profile Data

  • Click Management Tab
  • Click Clients
  • Click GO
  • Right click where your client list is showing
  • Click “Save to File” (this will save your entire client list)
  • Select your Desktop
  • Click Save

Exporting Appointment Lists

  • Click Management Tab
  • Click Appointments
  • Set Booked Date to “All Dates”
  • Click GO
  • Right click where your client list is showing
  • Click “Save to File” (this will save your entire appointment list)
  • Select your Desktop
  • Click Save

Exporting Financial Reports

  • Click Management Tab
  • Click Financial
  • Set “Entered At” to ALL
  • Set “Posted To” to ALL
  • Set Posted to “All Dates”
  • Click GO
  • Select the first client in the list
  • Right click the first client in the list
  • Click Print
  • Click Financial Summary
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