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Reports

My Vision Express contains reports designed to satisfy almost any data report request. Using the reporting options (i.e., searching, filtering and sorting criteria), users can create multiple or customized versions of the same report. Specifying the Search criteria limits the report to the data that meets the search criteria. You can produce reports any time and for any date range.

Report Criteria Screen

Report Details

Reports Features:

  • Extensive pre-built reports that cover all aspects of the business
  • Easily produce reports based on criteria you specify. Run a report for any time period
  • Customize reports according to your needs by specifying search, sort, and filter criteria
  • Save reports in different formats
  • Email or Fax reports
  • Separate financials for each location
  • Control user access to reports
  • User-defined Report Groups
  • Link to custom Reports
  • Daily Closing

 

These are some of the available reports per module:

Order Module Reports:

  • Day Sheet
  • Sales and Payment Summary
  • Aged Receivable
  • Order Charges & Payments
  • Orders Summary
  • Employee Sales Summary
  • Detailed Payments
  • Detailed Order Sales
  • Orders By Physician
  • Orders By Item Type
  • Orders By Payment Method
  • Orders By Marketing
  • Frames Sold
  • Spectacle Lenses Sold
  • Contact Lenses Sold
  • Other/Services/Lens Treatments Sold
  • Employee Commissions
  • Ordered Items By Supplier
  • Ordered Items By Lab
  • Physician Demographics
  • Patient Labels
  • Remakes
  • Profit
  • Lab Orders
  • Receipts

 

Inventory Module Reports:

  • Spectacle Lens Inventory
  • Other Inventory
  • Frame Inventory
  • Contact Lens Inventory
  • Spectacle Lens Treatment Inventory
  • Barcode Labels
  • Payables
  • Spectacle Lens Inventory Transactions
  • Other Inventory Transactions
  • Frame Inventory Transactions
  • Contact Lens Inventory Transactions

Insurance

  • Insurance Detail
  • HCFA/CMS 1500

Calendar

  • Calendar Appointments
  • Calendar Appointments Demographics

Employee

  • Employee Timesheet
  • Employee Messages
  • Employee Commissions
  • Employee Sales Summary

Features

Interfaces

Video Quick Links

Setup

Company Information

Employee

Time Clock

Calendar

Patient

Inventory

Orders

Insurance

Daily Closing

Purchase Order

Eppointments

E-Prescribe