How do I generate an "All transactions" report for my solo practice?

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. From your main dashboard, click on "Financial." 

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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