Customize Sales Report

It's possible to tailor Sales Reports to suit your clinic's requirements. For instance, create separate reports for each Practitioner, view sales data by location, or examine product sales based on location. Additionally, you can choose which columns to include in each report. All of these customizations can be saved as a report version for easy access in the future.

  1. Click on the Reports Icon in the Header.
  2. Click on Sales.
  3. Click on Create New and select Practitioner.
  4. Click Column to add any column.
  5. Click Update.

Important Note: When printing your report, you may have to remove unnecessary columns to fit it on a printed page or adjust your printing scale.

Appointment Report

Accounts Receivable Report

Clinic Tax Report

Clinic Transactions Report

Clinical Note Status Report

Daily Transaction Report

Discount Report

Invoice Report

Export Invoices to QuickBooks Online

Payment Report

Practitioner Sales Report

Products Report

Tip Report

Service Sales Report

Labels Report

No Show Report

Patients without Appointments Report

Patient Birthdays

It's possible to tailor Sales Reports to suit your clinic's requirements. For instance, create separate reports for each Practitioner, view sales data by location, or examine product sales based on location. Additionally, you can choose which columns to include in each report. All of these customizations can be saved as a report version for easy access in the future.

  1. Click on the Reports Icon in the Header.
  2. Click on Sales.
  3. Click on Create New and select Practitioner.
  4. Click Column to add any column.
  5. Click Update.

Important Note: When printing your report, you may have to remove unnecessary columns to fit it on a printed page or adjust your printing scale.

It's possible to tailor Sales Reports to suit your clinic's requirements. For instance, create separate reports for each Practitioner, view sales data by location, or examine product sales based on location. Additionally, you can choose which columns to include in each report. All of these customizations can be saved as a report version for easy access in the future.

  1. Click on the Reports Icon in the Header.
  2. Click on Sales.
  3. Click on Create New and select Practitioner.
  4. Click Column to add any column.
  5. Click Update.

Important Note: When printing your report, you may have to remove unnecessary columns to fit it on a printed page or adjust your printing scale.

Appointment Report

Accounts Receivable Report

Clinic Tax Report

Clinic Transactions Report

Clinical Note Status Report

Daily Transaction Report

Discount Report

Invoice Report

Export Invoices to QuickBooks Online

Payment Report

Practitioner Sales Report

Products Report

Tip Report

Service Sales Report

Labels Report

No Show Report

Patients without Appointments Report

Patient Birthdays

calendar date picker

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice