Performing End-of-Month Procedures > Printing Monthly Reports

Printing Transaction Summary Reports

The Transaction Summary report provides a summary of the transactions for a selected year. The summary includes patient counts, charges, and payments and adjustments for each month. With this report, you can view the status of the practice for the current year and the previous years’ production.

To see a sample report, click here.

To print a Transaction Summary report:

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

2. Set the options and click Generate Report.