NextGen - How to generate report on Sales done by Category ?

1) Click on the statistics and reports icon as shown below and click on financial.

A > Click on Statistics and reports.
B > Click on Financial.

2) Click on Sales by Category >> Select the dates and click on apply filter. You also have an option to print, download as CSV and view the graphical report.

• Related Articles

• NextGen - How to generate total sales done by Provider ?

  1) Click on the statistics and reports icon as shown below and click on CEO Dashboard. A > Click on Statistics and reports. B > Click on CEO dashboard. 2) Under Report click on Sales by provider. 3) Select date range and click on Apply filter.

• NextGen - How to generate Sales Summary Report ?

  1) Click on the statistics and reports icon as shown below and click on financial. A > Click on Statistics and reports. B > Click on Financial. 2) Click on Sales Summary Report > Select the dates and click on apply filter. You can also download in ...

• NextGen - How to generate Sales Detailed Report ?

  1) Click on the statistics and reports icon as shown below and click on financial. A > Click on Statistics and reports. B > Click on Financial. 2) Click on Sales Detailed Report. 3) Select the dates >> Select the clinic and you can also select the ...

• NextGen - How to generate report on Sales done by Provider / Plan Item ?

  1) Click on the statistics and reports icon as shown below and click on financial. A > Click on Statistics and reports. B > Click on Financial. 2) Click on Sales by Provider / Plan Item. 3) Select the dates >> You can filter it as per the requirement ...

• NextGen - How to generate report on total sales by clinic ?

  1) Click on the statistics and reports icon as shown below and click on CEO Dashboard. A > Click on Statistics and reports. B > Click on CEO dashboard. 2) Under Report click on Sales by clinic. 3) Select date range and click on Apply filter.