Practice Analytics: View Invoiced Production

A table can be created in the Invoiced Production KPI report in Practice Analytics to show the value of invoices raised.

Run the Report  

1. Click Invoiced Production under the KPI menu
   

2. Remove current headings if not applicable by dragging and dropping to the heading list. 

3. 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. 

1. Click on the filter icon and select the dates you want to show 
   

2. Click OK

KPI Table Details

Drill Down

1. 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.

1. Click Views
2. Click to add a View
   
3. Enter the name of the View and click Update
   
4. Click Save View
   

Export Data

1. Click Export to Excel icon (top right corner)
   

2. Click KPI Table or Drill Down Table

3. Choose location of the file to be saved in

4. Enter a File Name 

5. Click Save

Video: Practice Analytics Overview