Reporting Enhancements
September 25, 2017
|
In this article:
- New icons show available formats for each report
- Appointments by referral source report now available in Excel-friendly format
- Reporting on CPT codes associated with write-offs
New icons show available formats for each report
Icons beside each report now indicate available formats, making it easy to see which are available in an Excel-friendly format.

For reports available in both formats, users indicate the desired format on the Enter report parameters dialog box.

Appointments by referral source report now available in Excel-friendly format
As shown above.
Reporting on CPT codes associated with write-offs
CPT codes associated with write-offs are now shown on the Sales by Income Account (Excel-friendly) report.

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