Reporting

Portal blog post and video: Mini-masterclass: How to utilise reports to boost practice performance

MyPractice Cloud: MyPractice Cloud | Revolutionise your practice reporting with Mypractice Cloud

Reports are a primary tool in managing an efficient and effective practice.

They can be divided into three categories:

• Daily
• Monthly
• Other (printed only when required).

To access Reports

Select Administration > Reports:

A list of standard reports displays in the Reports desktop:

VIDEOBLOG - Revolutionise your practice reporting with MPC

To filter the Reports list

Click in the Filter by Group field at the bottom of the screen, and choose a group from the menu:

See also: Reports List.

To add Reports to the Favourites tab

1. Click to select the Report in the List.
2. Click the Favourites button at bottom right , and then complete the windows prompts that appear.
3. Click the Favourites tab to open the Favourites, and then check that your report has been added:

   

Reports shortcut button:

Each user has the option of adding a Reports shortcut button to the Workspace Bar:

Run statement runs and Batch Invoices from the Administration Menu:

Additionally, Statements and Batch Invoices are printed directly from the Administration menu, and additional reports are available on the ‘Administration’ menu under ‘List Items’.