Create and Run Reports

The Reports section in CaseRM helps you keep track of your practice’s daily activities and review important information in one place. With more than 30 different types of reports available, you can easily find the information you need covering different areas of your practice.

Depending on the report, you can review details about billing, invoices and charges, payments, calendars, appointments, and other clinic activities. Reports make it easier to keep track of your records and review your practice’s activity whenever needed.

Create and Run a Report

1. Go to the Reports module.
2. Select the Report type you want to run.
3. Enter the required information and select the parameters for your report.
4. Select Run Report.

Info: CaseRM will generate the report based on your selected options and the information available in your account.

Export Reports

Once your report is ready, you can export it in PDF or Excel format. Select the format you need to save a copy of your report, print it, or review the information in Excel.