Working with Reports > Creating Financial Reports > Printing Monthly Daysheet Reports
The Financial Analysis report enables comparison of monthly numbers. You can select any three years, include the year-to-date information for each category in each month, and select the type of graph to display and print for specific locations and doctors. More...More...
The Financial Analysis report provides an overview of the following information:
The total charges made for each month and year
The total payments made for each month and year
The total payment adjustments made for each month and year
The end of each section includes a summary of the totals for the year, which match the totals displayed in December for the year-to-date section.
To print the Financial Analysis report:
Select Reports > Financial > Daysheet > Financial Analysis from the menu bar. The Financial Analysis window is displayed.
Select the data options to display on the report and click OK. The FINANCIAL ANALYSIS Print Options window is displayed.
Select the options to generate the report and click OK. The report is generated.