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