Working with Reports > Creating Financial Reports > Printing Monthly Daysheet Reports
You can print monthly reports together or individually, with or without accompanying graphs. The Monthly Summary, Monitor Recap, and Deposit Recap reports display data for each day on which transactions were posted in the selected month.
In many cases, a daysheet can contain transactions from more than one date. Keep this in mind if you are trying to match the figures from a monthly report to the Daysheet report. If you make changes to the Daysheet Categories or Daysheet Monitors using Daysheet Setup Maintenance, you may need to reprint reports from previous months to get accurate totals.
To print the monthly daysheet reports:
From the main menu, select Financial > Daysheet > MTD Daysheet Report from the menu bar. The Monthly Reports window is displayed.
All reports are selected to be printed. Deselect the reports you do not want to print. When a report is selected, the graph box to the right of the report name is active. Use the drop-down list to select the type of graph to print with each report or select <None>.
Select Include count to print the number of transactions and the dollar amount for the transactions on the Monthly Summary, Monitor Recap, and Deposit Recap reports.
The Specific Month option defaults to the current month and year. To change the date, click in the field and type the month and year for the report.
Select Range of Months to enter a range of months for the report. Enter the dates in mm/yyyy format. Reports print if a daysheet has been printed and closed for the selected month. If no transactions have been posted for the month, the software displays an error message, stating that there are no daily totals for that date.
If your office has multiple locations, the Location section is enabled. Select All or Single. If you select Single, use the drop-down list to select the proper location.
If your office has more than one doctor, the Doctor section is enabled. Select All or Single. If you select Single, use the drop-down list to select the proper doctor.
Click Print. The Financial Daysheet print options window is displayed.
Select a print option. You can print the report on the selected printer, preview the report on the screen before printing, or export the report to a file. You can change the report orientation from landscape to portrait by double- clicking on the A icon to change the layout. Click OK.