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Business Reports

Workspace route: /system/reports (under your clinic’s /admin address).

Entry: System > Reports

Workspace: Admin. Available actions depend on your permissions and enabled features.

Purpose

Review business metrics and operational reporting.

Common actions

  • Open reports
  • Filter the date range
  • Compare report entries with transaction records

Notes

  • Compare the same location, date range, and transaction status before investigating a difference.
  • For questions about amounts, refunds, points, package redemption, permissions, or audit history, continue with Rules & FAQ.