Monthly Reports: Financial Reports - Debtor Statistics
The purpose of reports is for the Practitioner to draw a Report for bookkeeping purposes. A report is a document that presents information in an organized format for a specific audience and purpose. In this case for the Practice and the Doctors
A Debtor Statistics report is a report that will show statistics regarding specific debtor transactions such as summarised transactions per turnover, cash flow and journals transactions.
- Log in to the GoodX Desktop using your GoodX username and password.
- From the Navigator, Double Click on the Financial Reports Module.
- The main Financial Reports Screen will open.
- Click on Debtors on the menubar.
- Click on Debtors Statistics on the sub-menu.
Current Profile: Debtor Statistics Overview
- The Current profile: Stats report pop-up will open.
- Click on Print to Grid.
- The Timespan for report screen will open where the dates of the report can be checked and altered if the need arises.
- For an extensive explanation of the Report Parameters and Settings please refer to the user manual: Debtor Turnover Statistics: Settings and Parameters.
- Click on Next to continue.
- The Statistics report will print to the screen.
- For a comprehensive explanation of all the detail on the report please refer to the user manual: Debtor Statistics: Report Filters.
Please Note: The information and columns shown on the report will be dependant on the options selected during the setup.
- The following options will be available for the report:
- Mail a view: Emails the Debtor Statistics report to other people.
- Print: Prints the Debtor Statistics report to the screen with options available for the printed report.
- Export: Export the Debtor Statistics report to an Excel spreadsheet.
- Exit: Closes the report and returns to the Debtor Statistics Current profile screen.
- Click on Close on the Current profile: Stats report screen to return to the main Financial Reports page.
Last modified: Tuesday, 20 July 2021, 1:43 PM