|
Post by jamestraceyeyecare on Oct 2, 2021 9:17:44 GMT -6
I've found "Reports" on the Admin tab, and the option to create a custom report with whatever billing codes I need, but I genuinely have no idea where to find it after that. I tried looking under "Sales Report", but it doesn't actually pull any information. I'm thinking I must be missing a step!
I tried searching the forum for a PDF with a step-by-step for creating and using a custom report, but I can't find anything. Any help would be great. Thanks!
|
|
|
Post by KizerOpt on Oct 4, 2021 10:00:34 GMT -6
Not sure exactly what kind of custom report you are looking for, but after you create the report, go the the Sales Report in the Reports>Financials section and look for your created report and modify dates as needed. Hope this helps!
|
|