Custom Exports
Design and manage your export templates for client reports.
v1.2
DIME Analysis Report
A comprehensive, client-facing report generated from a DIME analysis.
v1.0
Client Intake Summary
An internal-use spreadsheet summarizing submitted intake form data.
v2.0
Annual Policy Review
A template for conducting and documenting annual client policy reviews.
Create New Template
Build a new export template from scratch.