Reports are searchable in preview mode (hit Ctrl+F or Cmd+F if you're using MAC)
Any Report can be exported to a variety of formats by clicking the icon in preview mode
If the data does not appear in the report, it is likely due to filtering
Please review your criteria and ensure that no filters are being applied to the report
If Payments have been entered but not disbursed (applied) to service lines, reports will not reflect the disbursed information
Ensuring that payments are disbursed to service lines is crucial
In general, both active and inactive patients will appear on reports. Some reports have a patient active status criteria that can be applied if needed.
icon in preview mode