How to Access Advanced Reports

Why Use This Function:

The Advanced Report function allows you to access the Report App, which provides your practice with deeper insight into operational data, enabling you to analyse, filter, and interpret details with greater precision. Report App grids offer powerful tools for customising and interacting with records beyond the layout limitations of standard modules. Implementing these grids ensures your business can track Stock movement, spot billing anomalies, identify patient trends, and extract specific subsets of clinical or financial information.

💡Please Note: The Advanced Reports button can be accessed from any generated financial, clinical, or stock report within your system.

• This user manual will start on the Reports screen.

• Double-click on the desired report. 

• The report will open.

• Click on Advanced Reports.

• The Report App will open with the data from the selected report.

• For additional functionality, see Report App: Navigation and Use.