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Practitioner Sales Report

Ryan
  • Updated

Clinics and practitioners can efficiently track and filter sales to optimize scheduling and enhance overall clinic efficiency and profitability.

Track and Filter Sales by Practitioner and Patient

Follow these steps to access and download detailed sales reports.

  1. Log in as the Admin.
  2. Click on Reports (top left header).
  3. Under the Finance section, click on Practitioner Sales.
  4. Filter the report by Date, Patient, or Practitioner.
  5. Click Download to obtain the report as a CSV file.

Regularly tracking these metrics can help in making informed decisions, leading to increased efficiency and profitability for your clinic.

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Comments

5 comments

Date Votes
  • Cordelia Sharpe

    Hi there,

    Just trailing at the moment. Looking at practitioner sales report. When I download a report, the headings don't line up with the columns and I don't see a total as it is laid out in the report. Is there something i'm doing my end that is causing this?

    Thanks in advance

    Cordelia

    0
  • Ryan

    Cordelia, that sounds odd, we'll open a ticket for you.
    Ryan

    0
  • Laureen Macintosh

    Your help file says the report will download as a CSV.  I am currently trying to follow instructions above and it keeps saying it will save as plain text file. I can't seem to change the option to CSV.

    0
  • Denise Edwards

    This report has to be downloaded?  You can't just filter for a quick look at it.  I cannot get it to filter now without downloading then sorting. 

    0
  • Nick

    Denise,

    I will create a ticket for your issue.

    Thanks

     

     

    0

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