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Creating and downloading session reports

Build financial summary and supervision session reports, then download them.

You can create two types of reports from the Analytics page:

  1. Financial Summary Reports

    These reports summarize financial information for your completed and expired sessions over a selected timeframe. They help you understand how your supervision practice is performing, including total sessions, total supervisees, total hours, session fill rate, total earnings, and earnings per session.

  2. Supervision Session Reports

    These reports summarize your completed supervision sessions and also include detailed information for each session, such as the session title, date and time, duration, supervisee(s), session type, and delivery mode.

To create and download reports:

  1. Go to Analytics.
  2. Click the Report History tab (located below the Financial Overview graphs).
  3. Click Create a Report.
  4. Select the type of report you'd like to create, and apply relevant filters (session type, date range, and supervisees).
  5. Click the Create button.
  6. Click the download icon next to the report (in the Report History table) to download a copy. To delete a report, click the bin icon.