How do I generate an "All transactions" report?

The "All transactions" report will display a summary of all the transactions generated for your practice since day one. Read on to learn how to generate it. 

1. Click "Financial" from the "My Account" level menu.

2. Go to the "I want to..." drop-down, go to "Export," and choose "Detailed to CSV/PDF." 

If you have any questions, please contact us. 

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