This article will walk you through the process of adding Report Groups. This would be useful for offices who have products and/or services (such as Labs) that require groupings under Sales Reports.
To add a new Report Group:
Utilities -> Items -> Item Rpt Group Setup, enter new group in field.
Utilities -> Items -> Item Setup
Locate the inventory or service item that requires a grouping. In the Rpt Group drop down menu select the group you wish the item to be categorized under, click [Save].
To add several items to a report group at once, click the pencil icon. Use the drop down menu in the following screen to assign report groups to as many items as you wish. This is the most efficient way to do this task!
Reports -> Sales Reports
1. Select Report.
2. Choose Criteria.
3. Toggle Use Rpt Group to Yes.
4. [Preview] or [Print].
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Article ID: 210, Created: 2/1/2018 at 10:17 AM, Modified: 7/30/2020 at 9:40 AM