Reports

Making sense of all your data in Open Acu.

Appointment Report

The Appointment Report shows all appointments for a given range. When running an appointment report, you can select for date, location and practitioner. 

So let's say you want to see how many treatments a practitioner did last month - select your date range, location, the practitioner name, and Appointments from the menu at the top, then click Search:

appt-report.png

The appointment report does NOT show detailed transaction information - for that you'll need to run a Transaction Report

 

Transaction Report

The Transaction Report shows all transactions for a given range. When running a transaction report, you can select for date, location and practitioner. 

This is the report you'll want to run anytime you want to look at financial transactions, whether for the day, week, month, etc. It differs from the Appointment Report in a few ways:

When running a transaction report, you'll select your date range, location(s), practitioner(s), and Transactions from the menu at the top, then click Search: