Download session reports and notes
Updated August 14, 2026
Before you begin
You need permission to view the sessions you want to export. Downloading session notes also requires notes-report access and is not available from every session tab.
Export session data
The CSV uses the filters currently applied to the Sessions page.
- Select Sessions.
- Choose Upcoming, Completed, Missed, or Cancelled.
- Set the program, supervisee, supervisor type, date range, and session-type filters you need.
- Select Export.
- Choose Sessions - CSV.
- Open the downloaded file in your spreadsheet application.
Clear or change filters before exporting again if you need a different group of sessions.
Download session notes
Use the notes export for sessions where notes are available and your role permits access.
- Open a supported Sessions tab and apply your filters.
- Select Export.
- Choose Session notes - PDF.
- Wait for the PDF to generate and download.
Session notes - PDF is not available from Upcoming or Cancelled. It can also be hidden when your role does not include notes access or when the selected view does not support the report.
Know what the exports include
The CSV is a session report, while the PDF contains recorded session notes for eligible sessions. The employer portal does not provide a general document center for licensing-board paperwork. Documents shared within a supervision relationship are managed by the supervisor and supervisee in their Motivo accounts.
If an export is empty, confirm the tab, dates, program, and supervisee filters before trying again.