Items Performance Report


The Items Performance report shows performance of items in a selected period, by generating various averages and % of gross income.

Run the Report

  1. Go to Location Management > Reports tab

  2. Open Items Performance report

    1. Date: Select the period to base this report on

    2. Location: Select the location or <All> to base this report on, if applicable

    3. Provider: Select the Provider or <All> to include in the report

    4. Procedures: Select the item number(s) or Select All to include in the report

    5. Show obsolete items as well: Tick to include obsolete items

    6. Show inactive providers as well: Tick to include inactive providers

    7. Divide by Providers: Tick to break down the report by provider

    8.  Click OK


Report Details

Report for Single Provider

Report for All Providers


The items that are used in selected period


Description of the item

Average Times

Average number to times this item was performed

Average Fee

Average fee charged for the item


Total fee amount for the item (times x average fee)

% of Prov. Gross

Percentage of the Provider's total gross income 

% of Locat. Gross

Percentage of the Location's total gross income

Totals for all providers

Total $ gross income and total % value of the items selected (100% means all items are included)

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