This article explains how to run the Nominal Activity Report within Accounts in Unity® Practice Management.
Accessing the Nominal Activity Report
To run the Nominal Activity Report, follow the steps below:
- Go to Interactive Accounts.
- Click on the Utilities icon.
From the list of Utilities, select Reports.Net.
- Select the Reports tab.
From the list of Reports, select Nominal Activity.
Set your Report Filters.
Exporting the Nominal Activity Report
To export the report to an Excel file:
- Select the Report tab on the Nominal Activity - Factory Default window.
- Click Export, and select Excel as your report format.
The file will save to the Monthly Reports folder via Unity PMS.