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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