Reports can be found in Transactor under the Report menu.
All reports can be sent to Preview Window, Printer, Email or a PDF file.
You can run off individual statements and summary invoices from the Report > Customers menu, but for bulk reporting, Printing and Emailing you should use the Batch Report Manager under the Tools menu.
Note that on reports where you are asked to specify a particular date, you can often replace this with simple english terms such as:
today
last month start
last month end
this month start
this month end
You can even specify a number of days backwards or forwards, such as today+30 or today-10
Another useful thing to remember is that you can print any selection list - that is to say, any popup box that contains a list of search results, you can right mouse click on, and Send to Preview window. From there you can print or email the list.
You should be able to do this from a Customer's history, the patient search, job search etc.
If you want to get started, you can always skip to clearing the demo data and starting from fresh, and use the following pages of reports for future reference
