End of Day Report
Q: How do I run an end of day report?
The End of Day report details the charges, payments and adjustments entered each day and can be filtered by User or Provider.
To run the report, click on the Billing menu then select Reports and End of Day Report.
- Date: Select the date for the end of day report.
- User: If you wish to view the transaction list by User, select a user from the drop-down menu.
- Provider: If you wish to view the transaction list by Provider, select a provider from the drop-down menu.
- Sequence: Using the drop-down menu, select whether you want data broken down and displayed by User first and then by Provider, or by Provider first, and then by User. Or leave blank to show all.
- Click the OK button to run the report.