OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 13 Creating & Printing Reports & Statements
Creating & Printing Custom Reports
To modify custom report settings, edit the selection criteria and click Save.
To delete custom report settings, click Delete.
Note
The saved custom report settings are accessible to all users who
have access to custom reports. Ensure that modifying or deleting
saved custom report settings does not adversely affect the
workflow of other users.
To find information about reports by name
For information about this
report…
Accounts Receivable
Aged A/R 30-60-90-120+
Go to…
To create and print custom aging reports
on page 530
To create and print custom aging reports
on page 530
Applied Insurance Payment
Appointments Scheduled with
Insurance
To create and print custom insurance
reports on page 554
To create and print custom appointment
reports on page 536
Fee Slip Adjustment and Payment To create and print custom fee slip reports
on page 542
Fee Slip Listing
Insurance Deposit Audit
Insurance Sales Analysis
Monthly Production Recap
Performance - Net Fees
Performance - Net Quantities
Production - Period Comparison
Production - Location
Comparison
Production - Provider
Comparison
To create and print custom fee slip reports
on page 542
To create and print custom insurance
audit reports on page 548
To create and print custom insurance
reports on page 554
To create and print custom production
reports on page 567
To create and print custom performance
reports on page 560
To create and print custom performance
reports on page 560
To create and print custom production
reports on page 567
To create and print custom production
reports on page 567
To create and print custom production
reports on page 567
OfficeMate Home Office User’s Guide 529