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