This report displays sales statistics per practitioner.
Utilize it to keep track of your practitioner's sales.
Where is it?
Start by navigating to 
Reports.
Under the Sales heading, select Sales by Practitioner.
Enter in the details
Complete the Report Parameters in the available fields.
Click here for more about what each field represents.
| Start/End Date |
Enter the date range for the report |
| Practitioner | Select to include individual or all Practitioners |
| Output | Select to export to either Summary/Detailed PDF or CSV |
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Note: Output to CSV to be able to custom sort the report data. |
Detailed CSV Report Sample:
Click on the image to view a larger sample of the excel output.
Columns & Calculations
Click here for more about what each field represents.
- Invoice Date (Date the invoice was created)
- Appt. Date (Appointment date)
- Invoice # (Auto-assigned invoice number)
- Patient (Full name & invoiced item(s))
- Referred By (Patient's Referral Type)
- Payor Type (Payor assigned to the invoice)
- GST/PST/HST (Taxes - if applicable)
- Price (Invoiced item cost by payor)
- Paid (Amount paid by payor)
- Paid By (Payment type)
- Payment Date (Date and time payment applied)
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Note: The Price column breaks down each invoice by service/product divided by Payor type, if applicable. |
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