Generate Financial Reports

Generate various types of financial reports from the Financial Reports tab.

Before you begin

To view financial reports, you must have the appropriate permission, such as View Billing Reports or View Day Sheet Reports. For more information, see Reports permissions.

Procedure

To generate reports:
  1. From the main menu, select Reports - IconReports > Financial Reports.
    Reports Window
  2. In the Financial Reports window, from the Reports Name list, select the report you want to generate.
    The list of available reports varies depending on the permissions assigned to the user. For more information, see Financial Reports.
    Reports List Example
    Tip:
    To view the purpose of the report, click the Description header.
  3. In the Report Parameters section, select the required details to generate the report:Appointment Report
    • If applicable, select the date or date range from the applicable calendars below:
      • Day Sheet Date
      • Active as of
      • From and To
    • If applicable, from the Time Period list, select the required calendar year (1 November - 31 October).
    • If applicable, for more than one centre, from the Centre list, select the centres you want to report on. Otherwise this field displays your current centre.
    • If applicable, to display all providers in the report, set All Providers. Alternatively, select the required provider from the applicable fields below:
      • Provider
      • Vaccinator
      • Invoicing Provider
    • If applicable, to display all patients in the report, set All Patients. Alternatively, select the required patient from the applicable fields below:
      • Patient
      • Patient Name
    • If applicable, to display a report of all scripts under that number, in the Script Number field, enter the script number.
    • If applicable, to display all types in the report, set all types. Alternatively, select the required type from the applicable fields below:
      • Adjustment Type
      • Appointment Type
      • Visit Type
    • If applicable, to display all statuses in the report, set all statuses. Alternatively, select the required status from the applicable fields below:
      • Appointment Status
      • Batch Status
      • Invoice Status
      • Queue Status
      • Visit Status
    • If applicable, to display all work areas in the report, set Work Area. Alternatively, from the Work Area list, select the specific work area you want.
    • If applicable, from the Immunisations list, select the required immunisation.
    • If applicable, in the Outstanding Balance field, enter the outstanding balance amount.
    • If applicable, in the Grouping options field, set the required group:
      • Group By Visit Type
      • Group By Work Area
    • Set the required fields if applicable:
      • Show GST Summary
      • Summary Only
      • Group By Payment Type
      • Include adjustments
  4. In the Financial Reports window you can:
    • Print - Print the report to your general printer. For more information, see General printer.
    • Preview - View a print preview of the report before printing it
    • Export to CSV - Export the report in CSV format. Available only for selected reports.

Results

The preview report is displayed in a panel for the report area that you want to generate.
Report Preview Example

Navigate the preview report using the controls. For more information about controlling a document, see Report Controls.