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  2. Reports

Reports

A full inventory and descriptions of reports ranging from accounting and clinic statistics to sales and scheduling.

Accounting

  • Which Reports are Best to Run for Tax purposes?
  • Reports : Day End
  • Reports : Overview
  • Reports that display taxes
  • Reports : Aged AR
  • Reports : Receivable Listing
See all 12 articles

Custom Reports

  • Patient Insights : Overview
  • How to Calculate Your Clinic's Patient Visit Average (PVA)
  • How to Set Up a Net Promoter Score (NPS) Program

Exports

  • Export : Overview

Inventory

  • Reports : Inventory Section

Invoicing

  • Report : Patient Summary Invoice

Payments & Adjustments

  • Report : Payments by Practitioner

Sales

  • Report : Clinic Summary
  • Reports: Detailed Sales By Date
  • Reports : Comprehensive Sales
  • Report : Sales by Practitioner
  • Reports : Commissions by Practitioner
  • Reports : Comprehensive Sales & Year-End Taxes
See all 7 articles

Scheduling

  • Surgery Tracker Report
  • Report: Cancellations by Practitioner
  • Reports : Open Appointments
  • Reports : Patient Appointments
  • Reports : Daily Clinic Schedule
  • Reports : Portal Appointments

Statistics

  • Complaints Report
  • Treatment Plan Report
  • Product Serials Report
  • Reports: Patient Booking Statistics
  • Reports : Revenue by Referrals
  • Report : Clinic Statistics
See all 15 articles
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