Performing End-of-Month Procedures > Printing Monthly Reports

Printing Practice Summary Reports

The Practice Summary report is a one-page summary of the following: production for the month, patient counts, transaction totals, and receivables.

To see a sample report, click here.

To print a Practice Summary Report:

1. Select Reports > Financial > Practice Summary. The Report Criteria fields are displayed.

2. Enter a month and year and click Generate Report.

3. If the present month and year are selected on the Practice Summary Report window, the Present Balance and Aging Total fields should match.