This article will walk you through how to view month end reports in Unity® Practice Management.
Viewing Month End Reports
- Navigate to the left-hand side of your screen and click on the Reports tab.
- Select Monthly Reports.
- Once you're in the Monthly Reports section, you'll be able to choose the specific month you'd like to review.
- After selecting the month, click on SRA just below. This will display your available reports.
- Simply click Open on the reports you need to view.