Quarterly Report

Ways to get help while you work:

  • Handy Tool Tips
    for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.
  • Quick-Pick Lists
    are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.
  • Help Screens
    are available by pressing the Help button on the Taskbar at each level of the program or Ctrl+H on pop-up screens so each user can “learn as you go.”

Show quarterly results by Division by Date. Prior years are archived. The report results show number of appointments seen, number of retained clients, sources of new clients, billing, collections, expenses, etc.

Click on MANAGEMENT > REPORTS > PERFORMANCE REPORTS > QUARTERLY REPORT on the main Taskbar. Immediately upon clicking the Quarterly Report tab, the print overlay screen opens. Make the following selections:

  • Enter date; default is current date
  • Select Division; default is ALL
  • Select print to “S”creen or “P”rinter; default is “P”rinter
  • Enter number of copies
  • Press Print for print results or press ESC to return to the previous screen