Get insights into your clinic’s earned income and future revenue.
Instructions
- Go to Reports, then Revenue
- Select your preferred date range and practitioners
- Click the Generate report button
- Optionally, click Download CSV or Download PDF to export the data
The report will be split between recognized and deferred revenue.
- Recognized revenue is income earned during the selected timeframe.
- Deferred revenue is prepaid income not yet earned, like gift cards or packages.