Generating the Daily Transaction Sales Report

The Daily Transaction Sales Report lists the patient transactions for your office for a selected date. (The Date To field is not available because this report lists only one day of activity.) The transaction types include sales, payments, and returns.

1. Click Reporting and select Standard Reports.
2. Click Sales Reports.
3. Click Daily Transaction Sales.
4. Enter the date to print, or select a date from the calendar.
5. Select one or more Office(s) to include on the report.
6. Click Generate Report.

   The report opens in a new window.

   If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups
7. To export the report, perform one of the following steps:
   • Click Export to PDF to open the report as a PDF file.
   • Click Export to Excel to open the report as an Excel spreadsheet.