Exporting Data

Mary Jane -

 

When running export documents it is best to run these reports after regular business hours due to the amount of data the files are retrieving.  The reports will run much faster.

To export clinic data below are the reports we recommend you use.

1) Billing information: Go to Reports, under the Sales section use the Comprehensive Sales Report, Excel, Detailed format.  Depending on how much data you have we suggest doing the reports in sections in 6 month time frames.

 
2) Appointments:  Go to Reports, under the Export section select the Appointments option.  This report will automatically be created in excel.
 
3) Payments: Go to Reports, Payments & Adjustments section.  Use the Payments Received and Payments Pending reports and create them in Excel. Depending on how much data you have we suggest doing the reports in sections in 6 month time frames.
 
4) Chart Export: Go to Reports, Export section, Charts.  We suggest exporting 1000 records at a time if you have a lot of data. 
 
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