Reports Index
The Desktop Application (PM) includes a real-time reporting engine that provides a clear picture of your practice's performance at the click of a button. Most standard reports are filtered by a default date range and can be filtered further by custom parameters. Shortcut links within the reports enable you to drill down into specific metrics. You can also print or download and save reports as a PDF, Excel, or CSV (where applicable) file.
You can not only navigate to reports directly from the Reports option on the menu bar or from the Navigation pane Shortcuts menu, but a Reports Index is also available and provides brief descriptions with links for each report. For information about reports under the Analytics menu bar option, review the Analytics Reports help section.
Navigate to Reports Index
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