Questions answered in this article:
How can I download all of my clients' smart trees or goals in a PDF?
Can I just download a PDF containing specific smart trees of a client?
Related articles:
- Premium - Set up for advanced data collection
- Premium - Collecting advanced data - Scheduler
- Premium - Sharing smart trees to the Client portal
With the Premium version of Smart Trees, you can generate and download detailed PDF reports of your client's Smart Trees. This feature allows you to create either a comprehensive report of all Smart Trees or a customized report by selecting specific Trees to include. This is ideal for sharing progress updates with clients, guardians, or other practitioners.
- Access the Client's Smart Trees
- Select the Client name to open the client chart modal.
- Navigate to the Smart Trees tab within the modal.
- Select the Client name to open the client chart modal.
- Generate a Full Smart Trees Report
- Click the Generate Report button to create a PDF containing all Smart Trees for the client.
Note: This option generates a complete report of all Trees, Branches, and Leaves for the selected client. - Generate a Custom Smart Trees Report
- Click the dropdown menu next to the Generate Report button and select Select Trees.
- Choose specific Smart Trees you want to include in the report.
- Download the Report
- Once you've selected the desired Smart Trees, click the Download button below the modal to save the report as a PDF.
Next download the selected smart trees report, click the Download button located below the modal.