Click [€] on the left to open reporting.
The categories are displayed on the left. The data itself is displayed centrally. The categories determine the level at which the data is filtered; for example, a treatments report will display treatments individually, whereas an invoices report will display all invoices. By default, today's data is displayed. Click [Advanced search] in the top right to open the filters. Click the period to select a preset period, or click [Date from]/[Date to] to set the start and end dates.
Changes to the filters only take effect after you click [Apply] in the top right.
Under Filter criteria various criteria are displayed. Specify the criteria as desired and click [Apply] to display the new list. Click [Summary] in the top right to open it at the bottom. For unregistered treatments, use the all appointments report and use Advanced search to filter for appointments that do not yet have a treatment linked to them. For registered but not yet certified treatments, use unbilled treatments; use Advanced search to filter by period or therapist.
The table view affects how the data is displayed and exported, and is fully customizable. These articles provide more information about creating and modifying the table view:
- Create table views
- Manage table views
After generating a report with filters, the [Save as new] button appears at the top. Click it to save this report; the new report will be added on the left. See also: Create a personal report
Click [Export report] in the top-right corner. Click Patient information or Patient EHR to select or deselect additional patient data. Then click [Export to Excel]. The file will be saved in the Downloads folder on your computer. Depending on your browser, it will appear as a pop-up in the top-right corner. Click it to open the file.
The Excel file contains two sheets. The Results sheet opens by default and displays the individual data. Click [Summary] in the bottom-left corner to display the total rates.
