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  2. Reports

Reports

Reports Overview

  • Report Descriptions

Employee Audit Report

  • Employee Action Report

Visit Type Report

  • Visit Type Report

Retention Report

  • Retention Report

Petty Cash Report

  • Petty Cash Report

Team Schedules Report

  • Team Schedules Report, the Employee Scheduler, and My Schedule

New Clients

  • Filter New Client Report by Date Range
  • Filter New Client Report By Location
  • Filtering New Client Report by Provider

Payroll Report

  • Refunds and Payroll

Refund Report

  • Refund Report

Register Report

  • Create and De-Activate Drawer Entry Reasons
  • Opening A Day
  • Register - Petty Cash & Drawer Entry
  • Beginning and End of Day

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