• Create the following personal reports:

    • All active students who are enrolled, grouped by service provider. Show the default fields.

    • All case notes created between a date range that the user can select. Show only the student name, created date, and service provider.

    • A summary report of tasks by status.

    • A pie chart of appointments by type.

  • How do personal reports differ from pre-defined reports?

  • How do you delete a personal report?