Reports & Accounting

Payment & Invoice Reports

• How to run a Prepayment Report
• What is Payments Total Report?
• How to generate Business Payment Summary Report
• Outgoing SMS Charge
• Why Some SMS Charges Are Not Showing on a Specific Location Under the Communication Details Report
• How do I print the daily reports/daybooks?

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Appointment Reports

• What is Appointment Creation Report?
• How do I print out a daysheet?
• What is an Appointment Created Report?
• What is an Appointment Total Report?
• What is an Appointment Details Report?
• How to run list of cancelled appointment

Dentist Statements

• How to Create a Dentist Statement
• How to set up Collection or Production when calculating commission
• How to view your monthly statement history
• How to track the lab expenses and calculate the dentist commission
• How to set your practitioner's commission level

Accounting Integrations

• How to republish transactions to your accounting software
• Failed to publish to XERO
• How to Set Up Xero with Core Practice

Treatment Reports

• How to generate report for treatment that is not yet invoiced
• How to track unfinished Treatment Plans
• How to generate Treatment Performed Report
• What is Treatment Notes Report?

Financial Reports

• Improved Large PDF Exports
• What is a Location Expense Summary Report
• How to run Location GST Detail Cash Report
• How to use the Location Performance dashboard
• How do I access my Business Performance reports?

Patient & Referral Reports

• How to run a New Patients Report
• What is a Referral Summary Report?
• What is a Referral Details Report?