PracticeWorks: How to Print a Daily Report

Document created by rich.holman Employee on Aug 30, 2016
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Daily reports are similar to periodic reports, but can be generated for the current day or a specific day in the past, and are used to balance end-of-day totals.

  1. Follow these steps to print a Daily Report
  2. Click File > Print > Accounts and Receivables > Daily reports.
  3. Enter the desired date in the Report Date box.
  4. Select All or Specific from the button options beside Print report(s) for.
  5. If choosing Specific, click the drop-down arrow and pick the desired producer's name.
  6. Make the necessary choices under Reports to print, taking care to select the Combined options if office-wide results are desired.
  7. If it is important see a breakdown of all individual payments received (including all cash payments), be sure to select list deposit details.
  8. Click OK to generate the Daily Report.