Creating a MDT Report

Creating a MDT Report

The new MDT Report feature allows you to print off MDT meeting details with a few clicks. Follow the steps below to get started:

Step 1. Click the MDT Manager button.


Step 2. Once on the MDT Manager page select the 'MDT Report' button.

Step 3. After pressing the MDT Report button you will get a pop-up requesting information about your report. You will need to type in a start/end date (A), Account Status (B), and Meeting Status (C). After selecting your criteria simply press the 'Print' button! Your report will appear in a separate window.
Tip: Account status refers to whether or not a client has been marked as inactive on the AFR tab. Meeting status references if you want to include current/ongoing meetings in your report.





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