If you've got a specific question about your Reports, you may find a quick answer below in our commonly received questions.
Before you begin
If you can't find your question below, or the information doesn't answer your question, please contact our Support Team who will be happy to look into this for you.
If you're looking for more general information regarding Reports, you may find the Reports section of our Knowledgebase has some helpful articles for you.
The unpaid invoices report shows all invoices that have an outstanding balance. When running the report you will have the option to display all outstanding invoices at once, or divide them by Account Holder Type. In addition you can also select whether you wish to display blacklisted accounts, unprinted invoices and batch processed accounts (e.g. Medicare). You also have the ability to keep on top of your accounts in this window by sending a follow up to Account Holders that have not yet paid their invoices.
For more information on the Unpaid Invoices Report, please refer to the Unpaid Invoices Report article.
The Aged Debtors Report will show the total amount outstanding over a 30, 60, 90, and 120 day period for your Account Holders. You can then blacklist this account holder or view their invoices from this same screen.
For more information on the Aged Debtors Report, please refer to the Aged Debtors Report article.
To get the resulting records from your Referrals Report to show in the Address Book, you simply need to highlight all of the records you wish to show and click the Address Book button at the top of the window.
The Billing vs Income Report is the best way to see the income for your practitioners. Simply navigate to File > Maintenance and Reports > Practice Analysis and select Billing vs Income Report.
For more information on this report, please refer to our Billing vs Income Report article.
If you're trying to print a list from any Genie window, and you are being prompted with the Report Builder window, then Genie simply wants you to choose which details you want in your report. To proceed with printing your report, select the Columns tab and drag across any details you want to include from Database Fields to Report Columns. When you are happy with the details you've included, simply select the Print button at the bottom.
If you're running a QuickReport but getting no results, when you know there should be, try the following options:
- Ensure you are using Query not Query Selection where necessary. Query Selection will filter the results already on your screen. For example, if you've opened the Patient List, cancelled the search window and then run a QuickReport choosing Query Selection while there are no patients showing, Genie will find no results. Query will simply look at all records.
- If you are using 'is equal to' for your Comparison field, make sure whatever you are entering in the Value box is exactly as it is recorded in Genie.
If you are getting what looks like multiple results for the same search, this is because there are multiple results related to your search. It is unlikely that they will be duplicates of the same record. For example, if you search from the Appt table for patients who have had an appointment in 2019 with Dr Smith, the results will show every appointment that Jane Doe has had with Dr Smith in 2019. These are all separate records and not duplicates of each other.
To organise your reports so that all of these results are showing together, select the Groups tab, highlight the detail you want Genie to sort by Eg. Surname, and then tick the option to Group Column Data.
To show the totals of your search in the resulting report, navigate to the Groups tab and choose the Show Grand Totals option. You can also tick Show Group Subtotals, which will give you the total of smaller groups within your report.
If you have sealed your banking within the Daily Banking Report in File> Maintenance and Reports> Daily, it is not possible to unseal it. This is to ensure that payments aren't changed incorrectly at a later date and to help ensure your banking is kept both accurate and tidy.
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