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
-
Either click
Print , or select to access the reports list.
- Scroll down the menu to the Banking Reports or General Financial Reports menu; highlight the required report and click Next
-
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.
- Select the Set Print To options if not defaulted, and then click Nextto print.