Daily Transaction Report

View and analyze your financial reports by reviewing daily transactions, organized by payment type (e.g., cash, debit, credit card, Shift4, etc.).

Update A List: Daily Transactions by Payment Type

Follow these steps to generate a report that displays your clinic's daily transactions by payment method.

1. Log in as the Admin.
2. Click on Reports in the top left header.
3. Under the Finance section, select Daily Transaction.
4. Filter by the desired date.
5. Click Download to export the report as a CSV file.

By exporting this data, you can gain insights into the distribution of payment types used in your transactions, helping you make informed financial decisions.