In this section
Group a View or a Report
Filter a View or a Report
Manipulating a View or a Report
Adding Totals and Functions to a Report
Exporting Data out of a Report
Export Client Contact Details
Expenses Master Report
Add an Expense to the Expense Master Report
Custom Reports
NDIS Export
Two videos are available:
- Reporting 1 - How to access and run standard reports.
- Reporting 2 - Review the Appointment Summary Report, Full Client List and export, Referral Report and Transaction report.
Please note that these videos are based on earlier versions on Bp Allied and so there may now be additional fields available in the current versions of the report. However, the reports are still run in the same way and show the same types of information.
Reports also available in:
- Appointment Book:
Appointments Not Invoiced Report
Track Cancelled Appointments
Find Clients with no Future Bookings
Find a List of Appointments
What is My Client's First Appointment?
Find out How Many Appointments a Client Has Had?
- Clients
- Invoices and Payments
Outstanding Balance - Detail Report
Outstanding Balance - Summary Report
Use the Transaction Summary Report
- Medicare and DVA Online Claiming
Use the Medicare Claim History Report
Use the Medicare Auth Groups Report
- Permissions
Client Access Permissions Table and Report
- Referrals
- Tasks
- Tyro Eftpos
- Tyro HealthPoint Claiming
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