How to Export Reports
Natalie Dawson avatar
Written by Natalie Dawson
Updated over a week ago

In Thread’s application, users can print and export charts and reports.

All reports are editable and can be downloaded. The Progress and Session Note reports are Word documents and the Billing and Raw Data reports are Excel spreadsheets.

To download a report:

  1. From the menu, click Download Reports to view a list of available reports.

  2. Select a report type

  3. Click the student drop-down list and select a student.

    • The Billing report bypasses this step, since it covers the entire organization.

  4. Enter a desired date range.

    • The Raw Data report bypasses this step and downloads the complete history.

  5. Click Download.

    • Please note, long reports can take a few minutes to download. It is recommended to keep the browser window open.

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