Guide
- Go to Reports, then Summary
- Select your preferred Date range and Practitioners
- Click the Generate report button
- Optionally, click Download CSV or Download PDF to export the data
Notes
- The Summary report is currently in the testing phase, and is not available to all practices; if you're interested in becoming a tester, please submit a support request
- For a Practitioner to view their own report, they'll require all of the following permissions: View their own revenue report, View their own sales tax report, View their own appointment report, View their own payments report
- For a Practitioner to view the entire practice's report, they'll require all of those permissions and all of these additional permissions: View other practitioners' revenue report, View other practitioners' sales tax report, View other practitioners' appointment report, View other practitioners' payments report, View receivables report
- For an Office staffer to view the entire practice's report, they'll require all of the following permissions: View revenue report, View sales tax report, View appointment report, View payments report, View receivables report
- The Summary report includes cancelled appointments
Video
Related
- Understanding Office staff permissions in ClinicSense
- Understanding Practitioner permissions in ClinicSense
- How to use and read Appointments reports in ClinicSense
- How to use and read Payments reports in ClinicSense
- How to use and read Receivables reports in ClinicSense
- How to use and read Reminders reports in ClinicSense
- How to use and read Revenue reports in ClinicSense
- How to use and read Sales Tax reports in ClinicSense
- How to use and read Wellness Check-In reports in ClinicSense