Quick Reports

You can generate the following Daily Reports quickly: Daily Summary, Collections, Deposit Slip, Accuracy, Daily Posting, and Appointment Book. The reports will use pre-set filters, but you can specify a date.

To run Quick Reports

1.   From the Report menu, point to Daily, and then click Quick Reports.

The DaySheet - End of Day Reports dialog box appears.

2.   No tab filters can be changed except for the date. Enter the Start date for the report. By default, the current system date is entered. The reports will be generated for the date you specify.

3.   Select the reports that you want to run: Daily Summary, Collections Report (has the option to Filter to your log on code), and/or Deposit Slip.

4.   Click OK.

 

Need more help?

You can visit our website, contact OMSVision Customer Support, or suggest a new feature or improvement on User Voice.