You may need to keep a record of all your clients and their outcomes and so on. You can download this report via your reports page.

  1. Click on "Reports" on the menu on the left-hand side.

2. Click on "Downloads"

3. Click on "Client journeys progress and outcomes report"

This will download a CSV, which will have a list of all your clients, their statuses, questions and any outcomes you have set via the system.

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