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Practitioner Sales Report

Ryan
  • Updated

This report will allow you to track Practitioner Sales filter by practitioner, patient and date.  

  1. Login as Admin
  2. Click on Graph icon (Reports) in the left navigation
  3. Under the Finance section click on Practitioner Sales
  4. Filter by Date, Patient or Practitioner
  5. Click Download (it will be downloaded as a CSV file)

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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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