Daily Transaction Report

This report will allow you to view the total number of daily transactions separated by payment type (i.e. cash, debit, credit card, Bambora, etc.)

  1. Log in as Admin
  2. Click on the Graph icon (Reports) in the left navigation
  3. Under the Finance section, click on Daily Transaction
  4. Filter by Date
  5. Click Download (it will be downloaded as a CSV file)

Appointment Report

Accounts Receivable Report

Clinic Tax Report

Clinic Transactions Report

Clinical Note Status Report

Customize Sales Report

Discount Report

Invoice Report

Export Invoices to QuickBooks Online

Payment Report

Practitioner Sales Report

Products Report

Tip Report

Service Sales Report

Labels Report

No Show Report

Patients/Clients without Appointments Report

Patient/Client Birthdays

This report will allow you to view the total number of daily transactions separated by payment type (i.e. cash, debit, credit card, Bambora, etc.)

  1. Log in as Admin
  2. Click on the Graph icon (Reports) in the left navigation
  3. Under the Finance section, click on Daily Transaction
  4. Filter by Date
  5. Click Download (it will be downloaded as a CSV file)

This report will allow you to view the total number of daily transactions separated by payment type (i.e. cash, debit, credit card, Bambora, etc.)

  1. Log in as Admin
  2. Click on the Graph icon (Reports) in the left navigation
  3. Under the Finance section, click on Daily Transaction
  4. Filter by Date
  5. Click Download (it will be downloaded as a CSV file)

Appointment Report

Accounts Receivable Report

Clinic Tax Report

Clinic Transactions Report

Clinical Note Status Report

Customize Sales Report

Discount Report

Invoice Report

Export Invoices to QuickBooks Online

Payment Report

Practitioner Sales Report

Products Report

Tip Report

Service Sales Report

Labels Report

No Show Report

Patients/Clients without Appointments Report

Patient/Client Birthdays

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming