Understanding the Reports

The Reports feature in SigmaMD is designed to provide a comprehensive overview of your practice's financial activities, with a particular focus on invoicing. This guide will explain how to navigate and use the Reports screen effectively.

Overview of the Reports Screen

The Reports screen in SigmaMD currently includes the Invoices report, which lists all invoices generated within your practice. This report is a powerful tool for tracking financial transactions, managing billing statuses, and ensuring that all payments are accounted for.

Invoices Report

The Invoices report provides a detailed list of all invoices, including their status, member details, description, issued date, due date, and total amount. This report allows you to filter and sort invoices based on various criteria to find specific records quickly and efficiently.

Filtering Criteria

To streamline your search for specific invoices, the Invoices report includes several filtering options:

• Status: Filter invoices by their status (e.g., Draft, Issued, Paid, Partially-paid). For a detailed explanation of each invoice status, refer to Understanding Invoice Status in SigmaMD.
• Member: Filter invoices by member name to view all invoices associated with a particular member.
• Date Range: Select a specific date range to filter invoices issued within that period.
• Overdue: Toggle this option to display only overdue invoices.

Creating New Invoices

The Reports screen also allows you to create new invoices directly. This feature is particularly useful for quickly generating invoices without navigating away from the Reports section.