GPM Web provides a list of built-in reports which allow you to view your data in a format that fits in with your practice.

Running a GPM Web Report

1. Click on Reports.
2. Select a Report Category.
3. Select a Report to Run.

 

 

Click on a report category below for a more detailed description of each report within it:

• Debtors and Creditors Reports: Debtor and Creditors Report provides information on money owed to the organisation (Money In) and money the organisation owes (Money Out).
• Quality Reports: Quality Reports are used to monitor high level business metrics.
• Contract Reports: Contract Reports category gives all information (Charges, Appointments and Tracking) for contracts created under Contracts >> All Contracts in GPM.
• Accounting Reports: Accounting Reports enable you to create reporting information on Revenue and Expenses for you business.