Creating Summary Reports

The Destiny Administration Portal gives admin users the ability to create summary reports based on the account, the client summary report or the employee, the employee summary report.  These reports are easy to create and send by following these simple instructions.

• 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