How to Run a Banking Report

Before you begin

All reports are accessible via the Print icon, or via the Reports menu. Reports are accessible from any window open in Bluechip. A report description is provided to assist you identify the right report for your requirements. To access any report has the same procedure, however the filter options may differ.

This section provides the steps to run a Banking Report in MedicalDirector Bluechip.

Procedure

  1. Either click Print , or select Reports > Printer (Ctrl + P) to access the reports list.
  2. Scroll down the menu to the Banking Reports or General Financial Reports menu; highlight the required report and click Next
  3. Report filter options differ for each report. Select the required option; Date Range, appropriate Bank Account, Summary or Detail report, Banking Slip Type, and/or any additional filters that maybe required on the selected report, and then click Next.

  4. Select the Set Print To options if not defaulted, and then click Nextto print.

Results