Stay up-to-date with the report feature
Do you want to stay up to date on the activities in your practice?
With the “Reports” app you can stay updated as it suits you on a continuous basis.
- Enable the “Reports” app by maneuvering to the Apps section.
- Adjust the settings to how often and to which e-mail address you wishes the report to be sent to.
- Reports for specific periods can be retrieved from the “Invoice” tab by clicking on “Download Report”
The report contains key figures from the given time period, and is a perfect tool to stay up-to-date.
The reports are send out during the night and contain data from the selected period up to the previous day. Thus, a report sent Friday contains data up until Thursday.
It is possible to get the report sent daily, weekly, and/or monthly.
You can adjust this in the reports settings tab. This is also where you choose which e-mail address the report should be sent to.
To enable this feature, go to the "Apps" tab and activate the app here. Once the app is enabled, you can adjust how often you wishe to receive a report.