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How to generate a report in CARMIS

Important note: if you do not see any of the options below, please make sure to confirm your access level with your administrator.

Step 1: Click on the Menu Bar

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Step 2: Select the report to generate. For demonstration purposes, we will be using report “Client Intake Summary – Individual (905)”

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Step 3: Enter search parameters and click on “Show Report” to generate your report. A table will then appear

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Your report is ready to be published in Excel or PDF format, please click here to learn how to do so.

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