Detailed Revenue Report |
  
|
The DETAILED REVENUE REPORT BY ACCOUNT option lists all invoices for each account by locations within each clinic, with subtotals for each. This is useful as a complete revenue report for the selected date range.
The screen prompts are:
ALL REGIONS - When this box is checked, “ALL REGIONS” will display. Individual regions cannot be selected when this is checked. (If your user id is not set up with multi-region access, this field will be disabled).
REGION CODE - From the drop-down list, select the region for which you wish to run the report. (If your user id is not set up with multi-region access, this field will be disabled).
ALL LOCATIONS - When this box is checked, “ALL LOCATIONS” will display. Individual location cannot be selected when this is checked. (Location permissions are based on Application User set up.)
LOCATION - From the drop-down list, select the location for which you wish to run the report. (Location permissions are based on Application User set up.)
FROM ACCOUNT NUMBER - Enter a starting account number for the record selection. Click the 
button to search for a specific account. Leave this field blank to search from the beginning of the account file.
TO ACCOUNT NUMBER - Enter an ending account number for the record selection. Click the button to search for a specific account. Leave this field blank to search to the end of the account file.
STARTING DATE - Enter the starting date for this report.
ENDING DATE - Enter the ending date for this report.
Click CONTINUE to run the report using the selected criteria.
Click EXIT to close the window.