What is the Monthly Summary?

Reports > Collection Ratio > Monthly Summary

The ‘Monthly Summary Report’ prints days with zero financial activity within the ‘Collection Ratio’ reports.

This ensures consistent reporting and quick reconciliation.This report displays a ratio of the amount charged vs. the amount paid for the same set of appointments, based on individual dates for the selected month.

Monthly-Summary-Report-600x321
Monthly Summary Report

Select the required search criteria and click ‘Print’ to generate the report.

Monthly-Summary-Report1-600x569
Monthly Summary Report

Additionally, this same functionality is also applicable in ‘Collection Ratio – Yearly Summary’.