Using the Practice Summary
- Set your report date(s) with the date field. Payment Post Date will be the default (Recommended). In addition to this, additional reporting can be done with alternative dates.
- Set any filters if needed, but leaving all fields blank will include all options available.
- Click the Search Button to run the Report
- Results will now be displayed in different breakouts. To drill-down into a section, right click on the tile to drill-down into a more detailed report or to export / print.
- To pull custom Productivity Reports, simply left-click on any of the options in the Productivity Reports tile.
- To change any filters and re-run the report, click directly on the date button at the top of the window to open the Search Options screen.