Making sense of all your data in Open Acu.
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:
The appointment report does NOT show detailed transaction information - for that you'll need to run a 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:
- It includes transactions that aren't tied to an appointment, for example if someone comes in to purchase a retail item but doesn't get a treatment
- It includes debit/credit and token balances
- It separates out payments for treatments vs items
- It shows method of payment for each transaction (cash, check, credit card, or other)
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: