Reporting enhancements
Published in
1 min readSep 27, 2017
In this article:
- New icons show available formats for each report
- Appointments by referral source report now available in Excel-friendly format
- Reporting on CPT codes associated with write-offs
New icons show available formats for each report
Icons beside each report now indicate available formats, making it easy to see which are available in an Excel-friendly format.
For reports available in both formats, users indicate the desired format on the Enter report parameters dialog box.
Appointments by referral source report now available in Excel-friendly format
As shown above.
Reporting on CPT codes associated with write-offs
CPT codes associated with write offs are now shown on the Sales by Income Account (Excel-friendly) report.