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titleOverview

The Reports Guide is provided to take the user through daily operations in Newton which include posting reports, sales & revenue reports, customer information reports, central office reports, claims for reimbursement, and custom reports. Access to reports depends on Roles and Permissions. Not all users will have access to all reports.

 

In the Print Preview window, select the appropriate action.

1Search - Allows you to search the report(s) for specific text.2Open - Allows you to open an existing saved report.3Save - Allows you to save the report(s) to a local or network drive.4Print - Opens the Printwindow to select a printer and establish print options.5Quick Print - Automatically prints the report to the default printer.6Page Navigation Arrows - Allows you to quickly navigate pages or to the beginning or end of the report.7Export - Allows you to select a format type in which to export the report.8Close - Closes the Print Preview window.

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Before PostingCentral Office
After PostingClaims for Reimbursement
Sales & RevenueCustom Reports
Customer Info