To Generate a Detailed Receipt Allocation 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 Detailed Receipt Allocation.
  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. Click Print when you are ready to proceed.