Yes, this is done through the Reports tab of the site. Familiarize yourself with the process of creating a filter report and then follow these directions:
- Click Create a New Filter Report
- Under Step 3, Select Fields to Include and check Customer Name and Primary Dietitian
- Under Step 4, Option 1: Enter the date range
- Click on Preview Report Results
*You can also choose Export Report Results to Excel if you would like to work with the data returned in the report.