NON-DIAGNOSTIC WORKFLOW GUIDE

Create a Custom Date-Range Health Report

Custom reports limit the preview to treatments, routine logs, symptoms, metrics and labs that overlap the dates you choose. This makes it possible to prepare a focused packet instead of exposing the entire journal.

Verified against the current Genetiqo Vault product · Updated July 16, 2026
Range
You choose custom start and end dates
Preview
Included records appear before export
Types
Treatments, logs, symptoms, metrics and labs can be included
Export
Pro can prepare PDF and CSV files
STEP BY STEP
  1. 01

    Open Reports and select the custom range option.

  2. 02

    Set start and end dates that match the visit or review period.

  3. 03

    Inspect the preview for missing context and records outside the intended scope.

  4. 04

    Prepare and share an export only after confirming the range and contents.