This article explains how to access and view Money and Finance Reports in Unity® Practice Management.

Accessing Money and Finance Reports

1. Click Reports on the left sidebar, and select Search Reports

   

2. Select Money and Finance as your Report Category
3. All reports related to Money and Finance will be listed
4. Click on the Star icon to mark a report as your favourite, and it will appear in the Favourite Reports section

5. Select the report you want to view from the list

   

Customise Report Columns

The Customise Columns option allows you to tailor your report according to your needs.

1. Click on the Options dropdown arrow

2. Select Customise Columns

   

3. All the fields on the right appear on the report
4. To remove a field, highlight it in the right column and click on the left arrow

5. To add a field, highlight it in the left column and click on the right arrow

   

Report Templates

If, for example, you are generating the Accounting Ledger Card report and need the selected data regularly, you can create a template for easier access in the future.

1. Once all the required information is selected, click on the Options dropdown arrow

2. Select Templates

   

3. Enter Name and add Notes (adding notes is optional), once done, click Submit

   

4. Click on the Templates dropdown arrow and select your template.

   

Viewing Money and Finance Reports

1. For every report, you have to enter the Report Title and Report Date
2. Enter the required details for your report
3. After including all the report details in the correct order, click the Preview dropdown arrow and select your preferred report format

4. Click Report to open your report

   

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