Opening the Custom Reports Window

1. Open the Reports & Statements window. For more information on opening this window, go to Opening the Reports & Statements Window.
2. Click the Custom tab.
3. Add or remove reports from the list of reports. For more information on adding and removing reports, go to Adding and Removing Reports From Tabs.
4. Select a report from the Report Name list.
5. Click Open.

   The Custom Reports window opens.

6. To open previously saved report settings, go to Loading Saved Custom Report Settings.
7. Continue by proceeding to the applicable section:
   • Creating and Printing Custom Aging Reports
   • Creating and Printing Custom Appointment Reports
   • Creating and Printing Custom Fee Slip Reports
   • Creating and Printing Custom Insurance Audit Reports
   • Creating and Printing Custom Insurance Reports
   • Creating and Printing Custom Inventory Reports
   • Creating and Printing Custom Performance Reports
   • Creating and Printing Custom Production Reports

In addition to the procedure above, watch this video.