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Twelve Month Data Toolbox option

Practice Manager only

(AE) To add this to your homepage, drag Twelve Month Data from the Practice Manager Toolbox to your homepage.

The Twelve Month Data graph provides data breakdown on a month-by-month basis and a graphical view of the values for:

  • WIP Charged

  • Fees Charged

  • Write Offs

  • Receipts

  • Discounts

  • Bad Debts

  • Adjustments.

The data can be viewed for the whole practice or by partner, manager, and so on.

The graph shows 12 months of data. It can also include a comparison to the prior 12 months of data.

When you click one of the numeric values in the table (for example, Fees Charged for Dec 08), that item on the graph is highlighted.

To define twelve month data options
  1. Right-click in the Twelve Month Data graph and select Define Filter. The Twelve Month Data Options window opens.
  2. Select the Date Range option. By default, the twelve month data homepage displays data for the last twelve months. You can enter any other 12 month date range required in the format dd/mm/yyyy or select it from the drop-down calendars.
    Click the Show previous 12 month data checkbox to add a comparison line of the previous 12 months data.
  3. Select to display either a Line Graph or Column Graph.
  4. Select a different Company from the drop-down.
  5. Select the Data group(s) and Data sub-groups from the drop-downs.
  6. Select the Data values to be included by clicking the appropriate checkbox.
    If only one data group is selected (for example, Practice) or only one Partner, then more than one data value can be selected. But if more than one data group is selected (such as several partners), then only one of the data values can be selected.

    (AE) Debtor data (Receipts, Discounts, Bad Debts and Adjustments) is not available for the Assignment data groups.

  7. Click Refresh Data. The graph is updated to reflect the selections.

  8. Click OK to save the changes and close the Twelve Month Data Options window.
  9. (AE) If you are customising your homepage, click Customise homepage on the Tasks bar.

    (AE) Click Customise homepage on the Tasks bar after making changes. If you do not, any changes made will not be saved.

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