Customize Sales/Events Report

With Noterro’s fully customizable reporting feature, you can design reports that fit your clinic's unique needs. Whether you're interested in event-based reports or need detailed insights from a calendar-driven perspective, Noterro allows you to easily track clinic performance, monitor appointments, and review sales trends.

Why Custom Reporting?

Creating personalized reports allows you to focus on what matters most to your practice — practitioner metrics, service revenue, or other critical data points. By visualizing the insights that keep your clinic running, you can make confident business decisions and streamline operations.

How to Create a Customizable Sales/Events Report

1. Click on Reports, which is located in the platform's top left header.
2. Select Sales/Events.
3. Click on Create New and choose the Appropriate Filter (example, Practitioner, Location, Clients, etc.).
4. Add any data Columns relevant to your report by clicking Column and selecting the fields you desire.
5. Click Update to generate the report with your selected parameters.

With these steps, you can generate detailed reports that cater to your specific needs, enhancing clarity and efficiency in your practice management.

Important Note: With Noterro, you maintain control over your reporting, ensuring that all critical data points are easily accessible and that you can effortlessly make data-driven decisions. For any questions or guidance on maximizing the utility of Noterro’s reporting features, don't hesitate to contact our support team.