4-1 Charges Summary Report

CRM Training: Charges Summary Report

How to get total sales for all clinics

1. GoTo Reports –> Reports
2. In Main Menu Click Reports –> Report: Summary
3. Select the Charge Dates
4. Click “Go!”
5. Columns for every type of Service: Number of Charges, Total Amount and Total Time in hours
6. Get Details for Clinics/Service Types by Clicking on Number of Charges or Total Time (blue color)