How to Manage Financial Reports

Created by Joseph Anozie, Modified on Mon, 7 Apr at 3:22 PM by Joseph Anozie

How to Manage Financial Reports

Modified on: Thu, 30 Jan 2025 2:26 PM

To view and download financial reports, follow these steps:

1). Log in to the EMR application.

    

2). Click on "Finance" on the left module bar.


3) Select ‘Report’ and click on 'the Download Revenue report' button.

4). Click to ‘Filter by date’‘Select revenue type’, e.g., Sales (Product/Services Summary), click to ‘Select Accounting Method’, and click ‘Download (CSV)’ to downloadthe  report to your computer.   


Need further assistance? Raise a request with Support, and we'll be glad to help!

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