Please Note: This guide is only applicable to users accessing our new Express v2 system. If you have not had your system updated to this version of Express you can contact firstname.lastname@example.org to see if you are eligible for an upgrade.
You can use the reports in PPS Express to review and export information on your clients, your accounts and your appointments.
Section 1 - Accessing the Reports
Access the reports by selecting the Reports tile on the dashboard or the toolbar.
Here you'll find the five available reports arranged into three categories:
Client - The Client List report allows you to review details of clients based on the date they were registered on the system. This date that the client is registered can be found or amended in the client details screen.
Use the date range here to pull through a list of clients registered in the system within a specific date range.
Accounts - Use any of the 3 Accounts reports to view details of Charges, Invoices, and Payments. Apply a date range to pull through the required records based on when they were raised.
Appointments - Use the Appointment List report to review information added to the diary and use the date range to only bring through appointments that occurred on particular dates.
Online Client Forms - Use the Online Client Forms report to show a list of all clients that have been sent a form, including the status of the form, which form was sent to the client and the date the form was sent.
Section 2- Running the Reports
Select the required report from the dashboard and you will then be able to enter a date range if required. This could be used if you only want to look at payments recorded in the system for a particular month or year. Alternatively, the date range could be used to filter the report to access a list of clients that were registered between a specific date range.
Tip: The reports can also be altered to exclude any clients that might have opted to be excluded from having their data processed. This setting would need to have been applied in the client details screen. Tick the box to Exclude Clients Set as 'Exclude from Processing'.
Once you have selected your date range select Run Report.
Your report results will be displayed in the lower section of the screen with columns that differ based on the type of report you're running. You can specify how many results to see per page here. If your results spread into more than one page you'll have the option to move between them.
Tip: Click column headers to re-order results based on the data in that specific column.
Section 3 - Saving and Printing the Reports
You can print the report directly to your printer by selecting Print or Print to PDF using the same option but selecting your PDF printer.
Alternatively, you can email the report to yourself to be accessed as a spreadsheet. If you want to send these report results via email then enter the relevant address into the field in the top right and select Email to send. The report will be sent via email as a .csv file attachment.