Working with Reports > Creating Financial Reports
The Revenue Projection report enables you to project income for future months. Potential revenue is calculated using existing contract information, such as monthly contract amounts, monthly charges, other financial data, and assumptions entered in the Revenue Projection window.
The report establishes amounts for each subsequent month by determining the average length of a contract. The average length of a contract is calculated by subtracting the initial fee from the contract amount and then dividing the resulting amount by the monthly contract charge, based on values entered in the Assumptions fields in the Revenue Projection window.
Only monthly contracts are considered in calculating default values in the Assumptions fields. Other contract types do not affect these fields.
To generate the Revenue Projection report:
From the main menu, select Reports > Financial > Revenue Projection. The Revenue Projection window is displayed.
In the Start and End date fields, type a date range for the report.
Select a location. The default is All Locations. To select a single location, click Single Location and select a location from the drop-down list.
Select a doctor. The default is All Doctors. To select a single doctor, click Single Doctor and select a doctor from the drop-down list.
Type values in the Assumptions fields, as needed. Click here to view detailed descriptions of these fields.
Click OK to print or preview the report, or to export the report data for use in another software application.
Click here to view how amounts are calculated.
Financial Reports
Creating Accounts Receivable Reports
Printing Auto Payment Receipts
Generating and Printing Statements
Printing and Closing the Daysheet
Settling Credit Card Authorizations