Background:
We have heard it can be challenging to export information across clients. You can now select a form type (or multiple form types) and export these across clients (you have access to).
You can also think about this feature as an alternative view to the outcomes report, allowing you to see multiple form types at a time.
The result will be a PDF with all forms to scroll through or broken up by client in a zip file.
Most common use cases, looking at all the notes of a type you or someone created for your clients. Compliance users looking at specific forms across clients.
NOTE: Forms will only export for clients the user has permission to access.
NOTE: Date range is for form created date- clients of any status are included in the exports.