Analysis of payment data can be conducted offline by downloading a CSV or reviewed online by creating a dashboard of payment data.
To download a CSV file of Payments data
- From the top bar click on Clients > select Payments.
- Apply filters to search for a specific client payment, a range of payments or customise to a specific date range > click on Filter.
- Click on Download CSV to download a CSV file of your payment data.
- If you do not see the option to Download CSV, ask your administrator to review your abilities.
The CSV file will contain Client names and their medical reference. Appropriate data protection procedures need to be applied to downloaded data.
To create a dashboard of Payments data
- Click on your name on the top right of the screen > select Payments.
- Apply filters to search for a specific type of payment or date range > click on Filter.
- Click on Open Charts to view a graphical display of payment data including details of revenue per product and by month.