> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/reports.md). # Reports **Audience:** Super Admin, Admin, Supervisor, Clinician, Basic\ **Page type:** Overview\ **Owner:** Product / Training / Support\ **Status:** Verified\ **Last verified:** 2026-04-06 ## What this module is The **Reports** module lets you generate different report types based on the client, team members, dates, and other filters you select. The fields on the **Report options** page change based on the report type you choose. Some reports open as a separate report page. Other reports generate a downloadable report card directly on the **Report options** page. ## Who uses it * **Super Admin, Admin, Supervisor, Clinician, Basic:** Can open **Reports** and generate the reports their role allows. * **Super Admin, Admin, Supervisor:** Can also generate raw-data, client-data, team-member-data, and appointment-email-history reports and can download export-style reports. * **Clinician and Basic:** Cannot access those export-style report types. ## What you can do here * Generate **Target skill(s)** reports. * Generate **Session history** reports. * Generate **Daily support summary** reports. * Generate **Raw data**, **Client data**, **Team member data**, and **Appointment email history** reports. * Copy or download target skill report cards. * Edit or delete attempts from **Session history** when your role allows it. ## Before you start * You must have access to the **Reports** module. * The client or team member data you want to report on must already exist in Compassly. * Some dropdowns stay disabled until required earlier fields are completed. * If a report returns no matching records, Compassly shows a no-data message instead of a report. ## Role differences * **Super Admin / Admin / Supervisor:** Can generate **Target skill(s)**, **Session history**, **Daily support summary**, **Raw data**, **Client data**, **Team member data**, **Appointment email history**, **Medication log**, and **AI summary** reports. These roles also handle report downloads and session-history management actions where supported. * **Clinician:** Can generate **Target skill(s)**, **Session history**, **Daily support summary**, **Medication log**, and **AI summary** reports. Clinicians cannot generate **Raw data**, **Client data**, **Team member data**, or **Appointment email history** reports, and they do not have the broader download actions reserved for higher roles. * **Basic:** Can generate the same core report types as Clinicians: **Target skill(s)**, **Session history**, **Daily support summary**, **Medication log**, and **AI summary**. Basic users do not have the export-style report types or the higher-level download and management actions. ## Common tasks * [Generate a Target Skill Report](/compassly-docs/core-modules/reports/generate-target-skill-report.md) * [Generate a Session History Report](/compassly-docs/core-modules/reports/generate-session-history-report.md) * [Generate a Daily Support Summary Report](/compassly-docs/core-modules/reports/generate-daily-support-summary-report.md) * [Generate a Raw Data Report](/compassly-docs/core-modules/reports/generate-raw-data-report.md) * [Generate a Client Data Report](/compassly-docs/core-modules/reports/generate-client-data-report.md) * [Generate a Team Member Data Report](/compassly-docs/core-modules/reports/generate-team-member-data-report.md) * [Generate an Appointment Email History Report](/compassly-docs/core-modules/reports/generate-appointment-email-history-report.md) ## Notes * Optional filters often default to **All** if you leave them blank. * For report types that depend on programs, maladaptives, domains, subdomains, or target skills, empty dropdowns usually mean the client does not yet have matching data assigned. * **AI summary** is not included in this guide pack yet. ## Related guides * [Generate a Target Skill Report](/compassly-docs/core-modules/reports/generate-target-skill-report.md) * [Generate a Session History Report](/compassly-docs/core-modules/reports/generate-session-history-report.md) * [Why Are Report Filters Empty?](/compassly-docs/core-modules/reports/why-are-report-filters-empty.md) --- # Agent Instructions This documentation is published with GitBook. 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