A table can be created in the Invoiced Production KPI report in Practice Analytics to show the value of invoices raised.
Run the Report
Click Invoiced Production under the KPI menu
Remove current headings if not applicable by dragging and dropping to the heading list.
To build this KPI table, click and drag the below headings:
The value of invoices raised
Receipts created with the Cash payment method
Receipts created with other payment methods
The Provider that created the invoice
Data can be filtered anywhere this icon is found. When a filter has been applied to a heading, the filter icon will turn to blue.
Click on the filter icon and select the dates you want to show
KPI Table Details
Click Drill Down to see more information
The format of the table can be saved in a View. This means the format of the table above is saved.
- Click Views
- Click to add a View
- Enter the name of the View and click Update
- Click Save View
Click Export to Excel icon (top right corner)
Click KPI Table or Drill Down Table
Choose location of the file to be saved in
Enter a File Name