Clinics and Practitioners can track and filter sales by the Practitioner, Patients, and updates to optimize scheduling and enhance overall clinic efficiency and profitability.
- Log in as Admin.
- Click on the Graph icon (Reports) in the left navigation.
- Under the Finance section, click on Practitioner Sales.
- Filter by Date, Patient, or Practitioner.
- Click Download (it will be downloaded as a CSV file).
Comments
5 comments
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
Cordelia, that sounds odd, we'll open a ticket for you.
Ryan
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.
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.
Denise,
I will create a ticket for your issue.
Thanks
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