Generating the Monthly Production Report by Provider

  1. Click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Monthly Production Report by Provider.
  4. Enter the date range to print, or select dates from the calendar.
  5. Select the Provider.
  6. Select one or more Office(s) to include on the report.
  7. 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
  8. 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.