How to Create a Data Query

Data Query is the module used in when you have a requirement to pull a list of specific field values. This module provides a means to pull data from assessments, client intake, progress notes, and many other modules. This guide will provide you instructions on how to select your Query type, pull the needed data fields and present them in excel format. To view, the guide please click the link below this screenshot. 

For additional help -   Data Query with Export to Excel (Video)





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