Zenome
Navigation and reports
How to find and use clinic reports
Open the specific report, apply its filters, and use billing reports for reconciliation rather than treating every number as the same metric.
Step by step
- 1
Open Reports and choose the report category or card you need.
- 2
Apply the available date, staff, service, status, or payment filters.
- 3
Select a result to open that specific report or record rather than returning to the top of the page.
- 4
Use Billing reconciliation views for processor, cash, refund, and invoice-status questions.
What should happen
The selected report opens in context and its totals reflect the chosen filters and clinic access level.