There are several report options, depending on the ultimate reporting goal.
To generate a report that shows only the production amount recorded within a single location:
- Click the word “Reports”
- Click the word “Daily Reports”
- Select Daily Journal:
- Detail-For an itemization of all the posted transaction amounts.
- Summary-For a summarization of the posted transaction amounts.
- Indicate the desired criteria Office(s), Provider(s), and date(s) for the report.
- Remove the checkmarks from the “Payments” and “Adjustments” boxes
- If the report is for a date range and the office wishes to obtain a daily recap in the report, place a checkmark in the “Show Datewise Summary” box
- Click the
button to generate the report to the Adobe Acrobat Reader window for viewing and printing