The Detailed Balance Sheet Report is a great report for tracking your practice's sales, inventory, taxes, and yearly revenue comparisons within a desired date range.
1. Select the Reports tab within the Dashboard along the left side of the screen.
2. Select the Detailed Reports widget, and then select the Balance Sheet widget.
3. Select the practice Location, Desired Date Range, and Formatting Preference. Then select Get Report.
Helpful Tip:
This is an important report to include for your practice's End-of-Day reconciliation, and for more information check out Reports: Processing End of Day.