...
Click View underneath the icon. A list of clients active in the project that do does not yet have an accepted or declined referral is displayed.
From all of the displayed lists of Clients, you can click on a Client ID to be taken to their Client’s Dashboard.
Reports
Click the Run Report drop-down and click report.
Click Date From calendar and click date.
Click Date To calendar and click date.
Click any other search criteria fields and click entry.
Click Run Report.
Report details are displayed.
Click the arrow icon to navigate to additional pages of the report.
Click the save icon to print/save the report in excel, word, or pdf.
...