You can now customise your report section so that previous report customisations are saved.
In the example below, the default Income Analysis will be customised to group by location for the day.
This way the report will run an end of day reconciliation for each location.
Here is a step by step guide on how this is done:
Step 1: Opening the report
Open the 'Reports' section in TM3.
When the Report Dashboard appears, choose the report you are wanting to change. For this example we are using 'Income Analysis'
Step 2: Changing the section to group by
At the top of the report, you will see 'drag a column header and drop it here to group by that column'
Click and drag an underlined column name from the report. For this example we will be grouping by location. This will then group the report by location allowing the user to tally the total of all payments per location.
Step 3: Narrowing results
Each report will show the last 30 days by default.
To change this date range and to add further restrictions to the report, click 'Edit.'
In this instance, we will be changing the date range to 'Today.'
Step 4: Display the appropriate information
You can add and remove the default columns in a report.
The list is limited to the dropdown list but this will help you customise your report further.
Step 5: Create report
Once you have the report formatted the way you want it, click 'Create Report' at the top of the report.
This will save the report in its current state, allowing you to re-run it at another time.
When creating a report, you will need to give it a name and a description.
In this example, we will call the report 'End of Day' and give it an appropriate description.
Step 6: Finding your saved report
Under the 'Reports' section, you will see a tab named 'My Clinic Reports.' In this tab you will see all previous custom reports you have created.
When you run your report, you will see that the previous information has been saved including columns, grouping by selection and date range.
To re-run the report for today, click 'Edit' and then apply.