Accounts Report

PPS Reports are broken down into six categories: Client, Activities, Accounts, Clinical Notes, Appointments and Favourites.

Beside each of the sections there is a Run and Open button. Run displays a screen allowing you to select just a date range for the selected report for quick operation.

Open opens the report wizard guiding you through the other parameters that can be applied.

Setting up and running your report

In this example we will now go through the account report. We want to run a report that provides all accounts information for the last 6 months and is broken down by the payment method then by charge description.

  1. From your main PPS screen go to Reports > PPS reports & Mail merge.

  2. Click on the Accounts tab and highlight the Accounts report, click Open. You can navigate between the different sections of the report wizard by clicking the tab sections at the top of the screen or clicking back or next. Click the date range tab to go to the next section.

  3. Select None – Enter Dates. If there is a date in the Date from field, highlight the date and press Delete on the keyboard. Enter a date equivalent to six months ago into the Date To field. (This will restrict the number of clients to only the ones that last attended up to six months ago).

    Click the date Breakdown tab to go to the next section.

  4. Select payment method and charge description.

    As we have now made all the necessary selections for this report we then click Finish.

  5. You now have the option to Print, Preview, Mail Merge, To File and Close.

    For information on the Report Output options refer to the PPS Help Guides – Report Output.pdf.


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