Using the PPS Reports Wizard

Under the Reports section of

PPS you will find a number of

different tabs broken down

into various areas of PPS.

Under each tab you will find a

number of pre-loaded reports

which you can use as they are

or build upon. Simply click ‘run’

to use the standard report.

Reports > Reports & Mail Merge

Summary reports will

allow you to run basic

stats reports.

Client reports allow you to extract data

and pick out certain information regarding

your clients, perfect for demographics

related information.

Activities reports can be used to

keep track of all of you client

contact, e.g. emails and SMS

Accounts reports will

give you all details in terms of

invoices, charges, payments,

aged debtors, stock movement,

etc.

Clinical reports are based

on treatment episodes, they

can also be used for gathering

consultation statistics.

Appointment reports allow

you to extract information

regarding not only

appointment, but also includes

diary statistics info such as

occupancy rates.

Third Party reports will allow you to

extract data based upon your 3rd

party contacts such as GP’s or

insurance companies.

Custom reports will store any

reports developed by PPS

specifically for you.

This is an example of a basic stats

report to show appointments vs DNA

rate for the current year, created from

a summary report.

1) The client/third party

2) Appointment type

The charged amount Invoice number, date, value

and amount paid

Date paid, amount paid

and method of payment

Total intake and

list of any unpaid

amounts

This is an example of a standard

accounts report for

the current year.

Producing a Tailored Summary Report

1) Select the type of information you would like to pull

out by ticking the appropriate check boxes.

To create a specific report to narrow down your

results according to your preferences you need

to select the ‘Open’ button, which opens

the report wizard.

2) You can choose to break down your report

by numerous variables such as diary user, location

or other options found in the drop down menu.

3) Choose if to make

your results specific to

a practitioner, diary user

and department

4) Add more than one criteria to

narrow down your results and

only pull through details for

chosen areas. In the first field,

select which area you want to

report on. In the value box

you need to specify which item

out of that area you would like

to report on. The condition box is

whether you want to include or

exclude the item details selected

in the field and value boxes.

5) Specify a date range to define

the time period from which your

data is collected.

A Sample of a Tailored Summary Report

This summary report is based on the appointments kept vs DNA rate.

In addition it includes DNA’s that have not been charged and has been

customised to include a breakdown of diary user, alongside a criteria

to only show initial Physio assessments for the current year.

Choose to export your reports across

to an Excel spreadsheet

Producing Other Reports Tailored to your Requirements

1) Select information that you want to include. You may be presented with a

check box list and maybe a look up field to make it specific to a system

user, dependent on what type of report you have chosen.

2) Select the appropriate date period

that you would like your results collected

from.

3) Breakdown the

report under

your selected

areas 4) Add a criteria to narrow down your

results and only extract specific details

5) You may also get the option on most

reports to include additional details to your

print outs

A Sample of a Tailored Accounts Report

This report is based on the standard Accounts report

and tailored to include a breakdown of diary user

and month, specified to only extract information for the

current year.

1) Preview your report

before you print it

2) Print your report

3) Use this option to

send out mail shots

to selected clients

4) Save your report

to export the data to excel

6) Browse your results.

This means that a

list of all your results

will sit within a browsing

screen on your

desktop

5) Export your report to an

Excel spreadsheet, where you

can specify which columns to include.

Creating A Custom Excel Output

When exporting to an Excel

spreadsheet, you can be as picky

as you want and only include

details that you require. Select

the appropriate information,

save your settings and find

your results on the spreadsheet.

1) Name your report

2) Select which area

you would like data

extracting from to

export onto your

spreadsheet

3) Pick out which specific

details you would like to export

by highlighting and clicking on

the arrow keys to export across

Note: The browse

function is set up in exactly

the same way as this.

Building a list of favourite reportsName your

report and

filter it under

a category

Once you are familiar with the reporting section in PPS

you may find that you are running the same reports on

a regular basis. To save time in building the same reports

and specifying criteria each time, you can save the reports

to a favourites list which enables you to create you own

‘standard reports’.