Adding and Removing Reports From Tabs

This topic tells you how to add and remove reports from the Daily, Weekly, Monthly, Yearly, and On Demand tabs in the Reports & Statements window, including how

To add reports to tabs

You only need to add a report to a tab once; you do not need to add a report to a tab every time you open the Reports & Statements window.

Open the Reports & Statements window. For more information on opening this window, go to Opening the Reports & Statements Window.
Click the Daily, Weekly, Monthly, Yearly, or On Demand tab.
Click Add.
The Report Listing window opens.
Double-click on a report or select it and click Select.
Click the + (plus sign) next to the report category to view and select the reports within the category. Press and hold the Ctrl or Shift key to select multiple reports. The reports are located in the following categories:
- Aging
  Frame Aging
  Insurance Aging by Patient Detail
  Insurance Aging by Patient Summary
  Insurance Aging Summary
  Patient Aging - Detail
  Patient Aging - Summary
- Conversion
  Conversion Exception
- Documents
  Labels
  Post Card
- Financial Transactions
  Accounts Receivable Variance
  Adjustment Register
  Applied Payment
  Applied Payment Register by Date
  Applied Payment Summary
  Billing History
  Cash Reconciliation
  Daily Transaction Audit
  Day Sheet by Provider on Fee Slip
  Day Sheet by Provider on Fee Slip Line Item
  Deposit Adjustments
  Deposit Ticket
  Deposit Ticket Summary with Variance
  Discount Register
  Fee Slip
  Fee Slip Audit
  Fee Slip Detail
  Fee Slip Detail by Resource
  Fee Slips On Hold
  Open Charges
  Patient Refund of Unapplied Amounts
  Receipts Journal
  Returns And Refunds
  Sales Tax
  Unapplied Amounts
  Void Fee Slip Register
- Insurance Financial Transactions
  Claim Edit Errors
  Insurance Analysis
  Insurance Audit
  Insurance Charge Back
  Insurance Charges
  Insurance Sales Total
  Transferred Unapplied Ins. Amounts
- Inventory
  Consignment
  Frame Stock Status
  Inventory Adjustments
  Inventory Profitability
  Inventory Transfer
  Inventory Valuation
  Location Inventory
  Order Recommendation
  Physical Inventory Variance
  Product Transaction Details
  Purchase Order
  Purchase Order - Back Order
  Purchase Order Detailed
  Purchase Order Summary
  Receiving History
  Stock Status
  Transfer Ticket
- Lab Orders
  Lab Orders
  Lab Orders Outstanding
  Lab Orders Patient Follow-Up
  Lab Orders Patient Notification
  Lab Orders Received & Notified
  Re-Do Lab Orders
- Lists
  Contact Lens Listing
  Diagnosis Code Listing
  Frame Listing
  Ophthalmic Lens Listing
  Other Product Listing
  Procedure Code Listing
  Refer to Doctor Tracking
  Service Listing
- Patient Demographics
  Bad Address List
  Deleted Patients
  Inactive Patient List
  New Patient Demographics
  Patient Demographics
  Patient List
  Referrals
- Product Sales
  Contact Lens Sales by Patient
  Frame Sales Detail by Manufacturer
  Frame Sales Summary
  Products Sold
  Top Selling Frames - Detail
  Top Selling Frames - Summary
- Production
  Monthly Production Summary
  Production
  Production Summary by Provider on Fee Slip
  Production Summary by Provider on Fee Slip Line Item
- Quick List
  Patients in Quick List
- Recalls
  Patients w/No Recall Date
  Patients w/Past Due Recall
- Scheduler
  Appointment Schedule
  Cancellations And No Shows
- Setup Listings
  General Ledger Setup Listing
  Insurance Listing
  Provider Listing
  Referring Physician Listing
  Vendor Listing
The report is added to the list of reports in the tab that you selected in step 2.