Careview - Support Coordination

Create a CoS Client Report

Use the following steps to Create a CoS Client Report;

1.      From the Main Menu, select Support Coordination and click on Clients.


2.      The Support Coordination Client List screen displays.  Under Actions click to choose Export All Columns or Export Table View.
NotesThe [Generate Excel] menu item has been renamed to Export All Columns and Export Table View under the Action menu in the Support Coordination Client List. These new options allow you to export data based on the current view or with all available columns.



  1. Export Table View
    1. Exports the data exactly as it appears on the screen.
    2. The exported file will match the current client list view.
  2. Export All Columns
    1. Exports all available columns that can be displayed on Support Coordination Client table.
Info
The exported file will maintain the column order and sorting as seen in the client list.

3.      The Download screen displays.  Click to open the CoS Client Report.


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