The purpose of the Activity Summary report is to view the value of treatment planned (not completed), completed, charged and payments received in a given time period.

We recommend creating a summary for each provider (or for the practice, if that is more appropriate for your practice) at regular intervals, normally once a month. It collates the information from the Daily Activity reports within the specified date range.

The resulting report includes the following information for the specified date range:

• Total value of Planned Treatment
• Total value of Completed Treatment
• Total Invoiced

Running the report

1. Access the report via Administration - Reports or clicking the workspace icon.
2. Select Activity Summary from the list.
3. Your configuration prompt will open for you to set your report parameters.
   
   

   1. Leaving the Provider(s) field blank will print a report for the entire practice; however an individual provider can be selected using the selection button. Selecting a provider will summarise the Daily Activity reports for only that provider.
      Clicking the "Multiple" button will allow printing for a combination of Providers.

   2. The From and To date fields are used to select the date range for the report. If the same date is selected in both fields, the report will select only that day's patients.

   3. Ticking the check box beside Receipts on Day Banked will include receipts in the Total Banked Information area on the date they were included in a bank deposit (Cashing Up) rather than the date the money was receipted.

   4. This report can be summarised by Day, Week or Month. Select the option required by clicking on the 'radio' button to the left of the option.

4. You are now ready to create your report.

   1. Click Print to send the report to the printer,

   2. Preview to preview on screen and then print from the Preview screen,

   3. Email to email a copy of the report to an email recipient or

   4. Export to create a file readable in Excel or a word-processing program.

   5. You can also Cancel to return to the previous screen.