Income Summary Report

Income Summary Report

This article will cover how to access and use Income Summary Report.

The Income Summary Report contains a concise summary of payments received and refunds issued across individual practices or your entire account.

To access the report:

1. Within Reporting, click on Financial.

2. Click on Income Summary Report.

If you hover your cursor over the (i) icon, it will give you a quick description of the report.

3. To run the report, select the Practice, Bank Account, and Date Range you wish to include in the report, and click Run.

*NOTE: You are able to select all practices and bank accounts by selecting All Practices / All Bank Accounts from the applicable drop-down.

5. The report will then be visible below.

6. To print the report, select Print and you will be directed to the in-browser print preview screen.

7. To export this report to PDF format, click Export, and PDF.

To learn more about Financial Reports Click here.