📄 How To Access And Export Transaction Reports


How To Access And Export Transaction Reports

5 min read

Transaction Reports in MYCURE v10 provide a comprehensive view of all billing transactions in your clinic. This tutorial will guide you through accessing, filtering, and exporting transaction data to help you track financial activities and prepare reports for accounting purposes.

What You'll Learn

  • How to navigate to Transaction Reports

  • How to filter transactions by date

  • How to export transaction data in different formats

Before You Begin

  • You need a MYCURE v10 account with billing module access permissions

  • Make sure you have the appropriate user role (administrator or finance staff)

  • Ensure you know the date range for the transactions you want to view or export

Steps

1. Accessing Transaction Reports

Navigate to the Transaction Reports section by following these steps:

  1. Log in to your MYCURE account

  2. Click on the Billing option in the main navigation bar

  3. Select Reports from the dropdown menu

  4. Click on Transactions to open the Transaction Reports view

Note:

Transaction Reports show all billing transactions by default. You may need to apply filters to see specific data.

2. Filtering Transaction Data

To narrow down the transaction data to a specific time period:

  1. From the Transaction Reports screen, click the Filter button

  2. A filter dialog will appear with date selection options

  3. Select your desired start and end dates

  4. Click Save & confirm to apply the filters

    • Alternatively, click Cancel to close without changing filters

    • Or click Clear filters to remove any previously applied filters

Tip:

Filtering before exporting ensures you only export the relevant data, making your reports more focused and easier to analyze.


3. Exporting Transaction Data

To export your transaction data for external use:

  1. From the Transaction Reports screen, click the Export button

  2. In the export dialog, select your preferred export format

  3. If you haven't already filtered the data, select a date range

  4. Click the Export button to generate and download your report

Note:

If you've already applied filters, the export will only include the filtered data.


Tips and Common Issues

Tip:

For regular reporting, establish a consistent export schedule (e.g., weekly, monthly) to maintain up-to-date financial records.

Note:

Exported files are downloaded directly to your default download location on your computer.

Warning:

Large date ranges may result in very large export files and longer processing times. Consider breaking long periods into smaller chunks if you experience issues.

Troubleshooting

  • Export button not responding - Refresh your browser and try again. If the issue persists, ensure your internet connection is stable.

  • Filtered data not showing correctly - Clear all filters and reapply them. Make sure your date selection is valid (start date before end date).

  • Downloaded file appears corrupt - Try a different export format. Some formats (like Excel) may have compatibility issues depending on your software.

  • Missing transactions in export - Verify your filter settings to ensure you've selected the correct date range for the transactions you're looking for.