To Generate a Summary of Institutional Receipts Report

  1. Select Reports > All Reports. The Pracsoft Reports window appears.
  2. Within the Report Type section, select Receipts.
  3. Within the Report Name section, select Summary of Institutional Receipts Report.
  4. Select the Common tab:
    • Enter a Date Range for the report
    • Indicate whether results for each practitioner will be printed on separate pages
    • Via the Date Selection drop-down menu, indicate in which order you want the results displayed.
    • Indicate which practitioner/s and location/s you want to limit the report to.
  5. Select the Additional tab:
    • Indicate if you want to compile the report for all institutions or a specific institution via the Institution drop-down list.
  6. Click Print when you are ready to proceed.