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