Profit & Loss Summary Report

The Profit & Loss Detailed Report generates a report that provides a summary view of practice profit & loss.
To generate a Profit & Loss Summary Report

1. Click on More then Reporting, and click on Financial.

2. Select Profit & Loss Summary Report

You will be taken to the Profit & Loss Summary Reports screen. Note the(i)icon you can hover over to give a quick description.

To run the report of Profit & Loss Summary Report for a particular practice,
Select from the Practice and Select the Date Period then Click Run

This will generate a Profit & Loss Detailed report for a certain practice on a selected date range.

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

To export this report, click Export and select your preferred data format - PDF will be chosen for this example.

To learn more about Financial Reports Click here.