Location financial performance report

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Permanently deleted user

• August 08, 2016 02:04
• Edited

As an admin, I would like to generate reports for the entire group; all locations over a varying period. The data should be organised into "per provider, per month", as any time period less than a month would be too specific. It would be useful if I could select which clinics to generate the report for i.e. only 3 out of 13 clinics, for example.

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  Permanently deleted user

  • October 11, 2016 01:59

  Hi all,

  This feature has been created and is called the "Location Performance" report. We are currently unable to select a custom configuration of clinics (as per the original post suggestion of "3 out of 13 clinics"). However, the overall income report has been created. You can find it in "Reports" under the "Performance" category, as per the screenshot. If you cannot see this report, you may not have permission to view it; please contact your administrator.

  

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  Permanently deleted user

  • June 15, 2017 05:02

  For those Community members interested, we're still working on allowing users to only see a specified set of locations, based on their user. For example, a franchisee of a larger dental company should only have access to the locations which they have franchised. We are keeping track of this improvement in another post on our Community forum; you can find that here. Thanks!

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