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      Custom Contract Detail Report

      Description

      This report shows details of a custom contract within a specific date range. It is used by Practice Managers to see a detailed view of each Contract.

      Running the Report

      • Go to Reports >> Reports and select Contract from the Report Category list.
      • Then select Custom Contract Detail Report in the Report to Run list.
      • Set up the filters to select the data to be run for the report.
      • Click on Run Report to generate the report.

      Filters

      TYPE DESCRIPTION
      For Vendor

      This filter allows you to run the report for a specific Vendor.
      For Contract Type

      This filter allows you to run the report for a specific Contract Type.
      For Clinician

      This filter allows you to run the report for a specific Clinician/Provider.

      Contract From

      This filter allows you to show the report data related to a specific debtor.

      For Management Site

      This filter allows you to run the report for a specific Management Site.

      Restrict By

      This filter allows you to restrict the report data by the following dates: Created, Referred, Commenced and Completed.
      Date Range

      This filter allows you to select a date range for which to run the report.
      Set Period to

      This filter allows you to set the date range to a specific Period (e.g.: Calendar Year, Financial Year, etc.).
      Show Appointments?

      This filter allows you to specify whether the Appointments related to the Custom Contracts should be included in the Report.
      Show Budget Hours?

      This filter allows you to specify whether the Budgeted Hours should be included in the Report.
      Show Charge Details?

      This filter allows you to specify whether Charge Details should be included in the Report.
      Include Tax on Amounts?

      This filter allows you to specify whether amounts (and/or charges) shown in the report should have tax included.

      Include Products?

      This filter allows you to specify whether the products should be included in the Report. If this is ticked, you will be able to specify whether the Product Code should be included in the report. Please note that if this last one is unticked, the Product Name will be shown.

      Group By

      This filter allows you to group the report data by clinician or contract type. Please note that this filter will change how the totals are displayed.

      The Generated Report

      From within the report, you can click edit to open the Contract details.

      Click on the image to see the whole report.