OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Creating & Printing Custom Reports
Chapter 13 Creating & Printing Reports & Statements
To load saved custom report settings
Open the Custom Reports window. For more information, on opening the
window go to To open the Custom Reports window on page 525.
Select a report from the Report Type drop-down menu.
The report settings load.
Note
Loading saved report settings loads a date span (e.g., MTD,
Quarter, etc.). Ensure that the beginning and ending dates are
within the range that you want to appear on the report.
Continue by proceeding to the applicable section:
To create and print custom aging reports, 530
To create and print custom appointment reports, 536
To create and print custom fee slip reports, 542
To create and print custom insurance audit reports, 548
To create and print custom insurance reports, 554
To create and print custom performance reports, 560
To create and print custom production reports, 567
Note
For information about saving report settings for future use, go to
To save custom report settings on page 526.
To modify or delete saved custom report settings
Open the Custom Reports window. For more information, on opening the
window go to To open the Custom Reports window on page 525.
Select the report setting that you want to edit or delete from the Report Name
drop-down menu.
528 OfficeMate Home Office User’s Guide