To Generate a Transaction Summary Report

  1. Select Reports > All Reports. The Pracsoft Reports window appears.
  2. Within the Report Type section, select Financial Including GST.
  3. Within the Report Name section, select Transaction Summary.
  4. Select the Common tab:
    • Enter a Date Range for the report.
    • 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.

    Receipts Reports