This article will walk you through how to view month-end reports in Unity® Practice Management.

Viewing Month-End Reports

1. Navigate to the left-hand side of your screen and click on the Reports tab.

2. Select Monthly Reports.

   

3. Once you're in the Monthly Reports section, you'll be able to choose the specific month you'd like to review.
4. After selecting the month, your available reports will be displayed 

5. Click on the Report you need to view

   

6. Click the Download icon to save the report to your PC

   

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View Weekly Reports