Generating the Production Service Report by Provider

The Production Service Report by Provider allows you to track the production of services (exams, fittings, and procedure) and filter the production by provider, fee, and procedure code. When generating the report, select the Page Break by Doctor check box to show the results for each doctor on a separate page.

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Production Service Report by Provider.
  4. Enter the date range to print, or select dates from the calendar.
  5. Select one or more Providers to print.
  6. Select one or more Professional Fees to print.
  7. Select one or more Fitting Fees to print.
  8. Select one or more Procedures to print.
  9. Select one or more Office(s) to include on the report.
  10. Select Page Break by Provider to begin each provider’s information on a new page.
  11. 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

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.