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How to run clinic reports
Configure clinic report totals, graphs, and tables for the period you need.
Open Reports
Select the date period and the available provider or patient filters.
Choose the report views
Configure the headline numbers, financial line graph, activity bar graph, and table. Clinic administrators can include Margin and Provider payouts in the clinic-wide financial graph.
Export the result
Check the filters and use the PDF or Excel export. Use Billing for individual transactions and Payroll for earnings statements.