Exporting Summary reports to .csv format

Exporting Summary reports to .csv format

We have added the option for our users to export all reports that are summaries:
  1. Activity Summary
  2. Invoice Summary
  3. Payment Summary  
to a .csv format, which allows you to edit the raw data and run calculations as required.

In order to do this, go to the Reports section from the menu on the navgation panel, and select any summary report from the drop-down.
A checkbox for the "CSV Output" option will appear.
If checked, clicking the Run Report button at the bottom of the screen will create and download the report in .csv format 



    • Related Articles

    • Notification of Delayed Payment Reports

      As a courtesy to our Cutting Edge Users we will send a notification : "Warning Payment Report Received xx days after date payment deposited" If you receive this notification it means that a payment was made earlier but the fund has only made the ...
    • Notes about AMA Fees List

      The AMA Fees List is the intellectual property of the AMA and provided free to AMA members. Non-members need to obtain a licence from AMA to access the Fees List. Your use of the AMA Fees List is subject to their Terms and Conditions. In particular, ...
    • WorldPay - Portal Access for Providers

      Providers can access the WorldPay Portal to run reports, check payments etc. Cutting Edge clients are set up with their own User access. They would have received an email on the day they are set up from admin@payrix.com.au and the subject line should ...
    • List Importer Tips & Tricks

      The List Importer function in Cutting Edge software has several uses and functions you may not be aware of, as well as some limitations. File Size Limitations You may occasionally find when using the importer that the file you're attempting to import ...
    • Importing Theatre Lists from Documents and Labels

      Background, privacy and some important caveats Cutting Edge now supports extracting data from theatre lists to assist you to create your invoices! This function is a tremendous time saver especially for anaesthetists and assistant surgeons, ...