Day Sheet (single-day selection only): Is a complete summary of sales for the day and updated A/R.
Sales and Payment Summary: Is a Day Sheet Report that allows date range selection i.e. monthly.
Aged Receivables: List of all patients that currently have an unpaid balance.
Order Charges & Payments: List of orders, payments posted to the order, and the remaining balance.
Order Charges & Payments Summary: List # of orders by date and payment activity for those dates.
Orders Summary: List total orders by date, total charges and payments on those orders, yearly totals.
Employee Sales Summary: List sales made by employees by date range selected.
Detailed Payments: List orders and payment for the orders for the specified search criteria.
Detailed Order Sales: List orders’ #, patient, charge, tray #, status, and physician.
Orders by Employee: Lists order details arranged by the employee who created the orders.
Orders by Physician: Lists order details arranged by the physician associated with the orders.
Orders by Item Type: Lists order details arranged by the Item type of the orders.
Payment Details: Lists order details arranged by payment type and method.
Orders by Marketing: Lists order details arranged by the Marketing Code used for that order.
Frames to Order: Lists order details about Frames that needed to be order for an order.
Frames Sold: Lists all frames sold for date range categorized by manufacturer.
Frames Sold by Store: Lists all frames sold for date range categorized by manufacturer and location.
Spectacle Lenses Sold: Lists all lenses sold for date range categorized by lens style.
Contact Lenses Sold: Lists all contact lenses sold for date range categorized by manufacturer.
Other/Services/Lens Treatments Sold: Lists all “other” sold for date range categorized by category.
Employee Commissions: Lists commission earned by employees for specified orders date range.
Ordered Items by Supplier: List items ordered for the date range from supplier/ a specified supplier.
Physician Sales by Department (Optical vs. Optometric sales and payments by provider)
Ordered Items by Lab: List items ordered for the date range from a lab/ a specified lab.
Physician Demographics: Lists % of patients and % of orders associated with the location physicians.
Patient Demographics: Lists # patients, % patients, and amounts by patient demographic categories.
Patient Referral: List patient details of patients who were referred to the office in some way.
Remakes: Lists order details regarding orders that were remade.
Profit: Lists costs and profits for individual orders on the specified search criteria.
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