Navigate to Financials > Other under Reporting on the left-hand side of the screen.
Select the desired report to run it.
Revenue Reports
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YTD Sales by Month
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YTD Sales by Provider
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Gross Sales - The total amount of finalized invoices, not including sales tax and before discounts.
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Gross Sales by Provider
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All Discounts - Total discounts applied to finalized invoices (coupons, plan discounts, etc.)
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All Discounts by Provider
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Member Discounts - Total wellness plan and/or membership discounts applied to finalized invoices.
Insight
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Avg. Patient Invoice by Location
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Avg. Patient Invoice by Provider
Tax Reports
Sales Tax - The total sales tax billed on finalized invoices.
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Sales Tax by Month
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Yearly Sales Tax
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All Locations Sales Tax
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Taxable Sales
Payments
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Payments by Location
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Payments by Method