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Canine II

Private Income Report For The Year

Hello can you tell me how to create a private income report for the year?

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kimorr
CS Dental Employee
CS Dental Employee

Re: Private Income Report For The Year

Hi There,

Thanks for getting in touch.

To get the information you require, the simplest way is:

  1. From the main screen.
  2. Click on the Financial icon.
  3. Scroll down to Turnover (see pic).
  4. Click Run.
  5. Select the output type i.e. excel.
  6. select Date Range.
  7. Select user (Dentist) or leave it on all users for the whole clinic.
  8. Select whether it's treatment only or not.
  9. You can select patient type as Private and/or scheme type as Private, depending on the information you wish to collect.

Hope this helps

Kind regards

Kirsty