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- Log into the Administration Portal
- Once logged in click on "Summary Reports" in the navigation bar
- When the option opens click on either client or employee depending on the type of summary report you want to create, for example "Client".
- Select a Start Date
- Select a Start Time
- Select a End Date
- Select an End Time
- Select the account you want to create the summary report for. If this is an employee summary report select the officer you want to create the report for.
- for your reportclick on account and select the