How to view active clients in a program
Using the Client Census Filters
Accessing the Census
- Under the Client tab, select Client Census.
Applying Filters
- Click the Filter tab at the top of the screen.
- Set the following filters:
- Status: Select Active.
- Program: Select the appropriate program from the dropdown.
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After applying the filters, the census will automatically refresh to display only clients matching users selection criteria.
Viewing and Exporting Results
- You can view, sort, and analyze the filtered data directly on the page.
- If needed, click Export to Excel to download the results for reporting or external use.