Printing the Customer Transaction Report

This topic covers printing the Customer Transaction Report, which lists details of all the customer’s transactions. For information on reprinting reports for individual transactions from the Transactions tab in Material Orders, see Reprinting Transaction Reports.

1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
2. Enter the patient's information and click Search.
3. Select the patient from the search results list.
4. On the left side menu, click Material Orders.
5. Click Transaction Report. If you are using a tablet or other small screen, click the blue Transactions button.

The Customer Transaction 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
6. Click Print to print the report.