Activity Summary Report

Report Purpose: Value of treatment planned (not completed), completed, charged, and payments received in a given time period.

A summary should be created for each provider (or for the practice, if that is more appropriate for your practice) at regular intervals, normally once a month. It collates the information from the Daily Activity reports within the specified date range. The resulting report includes the following information for the specified date range:

Total value of Planned Treatment
Total value of Completed Treatment
Total Invoiced

To Run the 'Activity Summary' Report

From the ‘Administration’ menu, click ‘Reports’ and select ‘Activity Summary’:
Leaving the Provider(s) field blank will print an ‘Activity Summary’ for the entire practice; however an individual provider can be selected using the button. Entering a provider will summarise the Daily Activity reports for only that provider.
Clicking the button will allow printing for a combination of Providers.
The ‘From’ and ‘To’ date fields are used to select the date range for the report. If the same date is selected in both fields, the report will select only that day's patients.
Ticking the check box beside ‘Receipts on Day Banked’ will include receipts in the ‘Total Banked Information’ area on the date they were included in a bank deposit rather than the date the money was receipted.
This report can be summarised by Day, Week or Month. Select the option required by clicking on the 'radio' button to the left of the option.
Click ‘Print’ to send the report to the printer, ‘Preview’ to preview on screen and then print from the ‘Preview’ screen, 'Email' to email a copy of the report to an email recipient, ‘Export’ to create a file readable in Excel or a word-processing program, or ‘Cancel’ to return to the previous screen.
You have the option to summarise the activity by day, week or month, by checking the appropriate 'radio button'. This example is summarised by month.