Reports List

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The Reports List page allows you to view all financial reports created. To access the Reports List page, click the Finance tab then the Reports menu link. You can search and filter columns to find the information you need, and also change the view to suit your preferences.

Searching

Use the Search function at the top left to search for anything including report name and date of creation as well as who the report is for (e.g. for a particular practitioner, or for a practice group as a whole). The list of reports is then limited to show only records that meet your criteria. This is how you create a list of all invoices with a particular patient or for a particular date.

Sorting and filtering records

Reports are automatically listed from latest reports to the earliest reports. Click the column headings to sort reports in a different order (e.g. from earliest to latest, etc). You can also filter your Reports List to show only particular records - for example, reports between particular dates. Click in the column heading for a filter to appear, appears, enabling you to filter records to appear only between particular characteristics, such as dates.

Scrolling through pages

You can scroll through all the pages of your invoices listed by clicking through the page numbers at the bottom right of the appointments table. Click first to go to the first page of records, and last to go to the last page of records.

Changing the view

You can change how this page appears in a number of ways and Halaxy dynamically remembers your view preferences based on the computer you are using. Click Choose Columns to add or remove columns shown, and you can move columns by clicking on the column and dragging it to where you want the column to be. Click the Results per Page picker to select the maximum number of records you would like to see per page.

Printing and exporting your Finance Reports List

 Print your Reports List by clicking the print icon at the top right of the screen. This creates a printer-friendly PDF file of the Reports List; click Ctrl-P to print the list on your printer.

You can export your Reports List to Excel by clicking the Export icon at the top right of the screen, which exports the Reports List to a CSV file, which you can view and save in Excel.

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