The Item Report

The standard Item Report can be opened by simply clicking on the Item Report button within the Practice Analysis tab of Maintenance & Reports. This will open to a window as below.

To breakdown the information shown in this table, you can specify which information is shown by time period, provider, and/or item number.

Customise by Time Period

To customise the time period, click the drop-down in the top left for Period. Each of the options available are as below.

• Today
• This Month
• Last Month
• Current Quarter
• Last Quarter
• This Financial Year
• Last Financial Year
• Custom

When selecting Custom, you can click into the From and To date fields and amend these to any dates as required.

Customise by Provider

You can also customise this report by selecting particular providers from the list on the left-hand side of the window. Providers with items currently shown in the list will have a green arrow  next to their name. You can highlight one provider or highlight multiple. To choose a list of doctors, hold down the Ctrl/Cmd key while selecting the providers, or hold down the Shift key to select a group all in a row.

Customise by Item Number

When opening the Item Report, this will default to showing all billable items in your report. You can change this to show a specific item number by choosing the Select radio button and entering the item number.

The Report

Once you have selected your criteria, the columns that appear in the report are as follows:

To see a list of all the patients that have been billed for the items showing in your report, you can click the  button to open the Patient list.

If you are happy with your report, you can Print or Export the report to Excel  using the icons at the top of the window. Both variations are shown below.

Printed Version

Excel Version (with slight aesthetic changes)

The Receipts variation of the Item Report displays all items billed that have had some type of payment or credit made against it. To access the Receipts Item Report, hold down the Alt/Option key on your keyboard and click on the Item Report in Maintenance & Reports as per the usual Item Report. Depending on your practice, this will most likely be a very large report, so print with caution.

Customise by Time Period

To customise the time period, click the drop-down in the top left for Period. Each of the options available are as below.

• Today
• This Month
• Last Month
• Current Quarter
• Last Quarter
• This Financial Year
• Last Financial Year
• Custom

When selecting Custom, you can click into the From and To date fields and amend these to any dates as required.

Customise by Provider

You can customise this list by provider by choosing between the All and Select radio buttons. If choosing the Select option, click on the drop-down menu and select your provider from this list.

The Report

You can print  the report, or Export to Excel . Both variations are displayed below.

Printed Version

Excel Version (with slight aesthetic changes)

This report shows a comprehensive view of how many times each of these items have been charged within certain month periods. This is especially good for noticing trends in specific items in certain time periods. To access this report, hold down the Shift key while selecting the Item Report.

Customise by Time Period

To customise the time period, click the drop-down in the top left for Period. Each of the options available are as below.

• Today
• This Month
• Last Month
• This Quarter
• Last Quarter
• This Financial Year
• Last Financial Year
• 6 month period
• Custom

When selecting Custom, you are able to click into the From and To date fields and amend these to any dates as required.

Customise by Provider

You can customise the list under the Providers header by choosing between the All and Select radio buttons. If choosing the Select option, click on the drop-down menu and select your provider from this list.

The Report

You can print  the report, or Export to Excel . Both variations are displayed below.