Quick quiz
Question 1
Choose an employee from the Employee List. Can you find out how much was invoiced for their cases in the last financial year, divided by month?
AnswerOpen the Sales Summary report, select Previous Financial Year from the Range dropdown list, select their name from the Employee dropdown list and click Preview. See Accounts.
Question 2
How could you report the client condition for cases that share the same treating doctor.
AnswerOpen the Case List Criteria. Click the Column tab and open up the Case Info section, locate Condition and click Add >>. Open up the Contact - Treating Doctor section and locate Full name. Add this too.
Back at the Case List sort the list by the doctor's name by clicking the column heading. See Sort Grids (outside the training program) for further details about sorting grids.
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