Learn how to quickly view all your revenue and payments within a date range using the Summary Report.
Instructions
- Go to Reports, then Summary
- Select your preferred date range and practitioners
- Click the Generate report button
- To export your report, click the Download CSV or Download PDF in the top right corner
Note:
- This 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
Video Guide