How do I download client data?

To download a client’s data, go to the Reports tab. From here, you can access and download:

• Current Goal Summary – A list of the client’s current goals.
• All Current and Previous Goals – A complete history of goals, including those that are completed.
• Progress Reports – Charts and/or tables showing progress over time against goal sets, including week-by-week views.
• All Goal and Session Notes – A full record of notes, which can be filtered to view only goal notes or session notes.
• Blank Data Sheet – A printable sheet with current goals and steps for all goal sets.

Please reach out to us on support@goalspot.io if you have any questions.