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