I export data from reports on a regular basis to analyze many different aspects of our business. I find that many of the reports export only in a "report" format which severely hinders my ability to sort data in the many different ways I need to. When the "date" of daily billing is restricted to only a "header" and not populated to each line of the data populating the detail of the billing...there is no easy, time saving way to sort and subtotal in other ways. Could you allow exports to include all data elements, per line, as if it were a "database" source? The ability to export full data elements vs "report format" elements, would be AWESOME!!!
App Type
TheraNest App
ADMIN RESPONSE
Aug 23, 2024
We have released a redesigned Daily Billing Report with new date filters, customizable field selections, new external filters, and improved CSV/PDF export formats.