Reports FAQs

Estimated reading: 4 minutes

The most frequently asked questions about running, sorting, and interpreting reports.

What report should I run?

How do I change preselected reports in the End of Day list?  

How can I get a weekly deposit report?  

Why is there a lock symbol on a report in the list?  

Why is there a star symbol on a report in the list?  

What does the Patient Visit number mean on the Daily and Monthly Sales Summary reports?  

Why are there two daily closed periods for the same date at end of each month when I know I only ran end of day once?

How do I get a list of the security defaults that have been setup for a staff member?

Why is my report preview displaying as the size of a label?

How do I get my end of the year inventory numbers? I forgot to run my cost report.

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