The Report Options task enables you to set the closing date on all reports generated within Kareo PM. The purpose of this would be to manage what certain staff are able to view within the reports at any given time. For example, if there is a delay in processing claims, payments or refunds, a billing specialist could opt to adjust the closing date to an earlier date to give additional time to catch up with the workload.
To set reporting options
- Click Settings >Options > Reporting Options.
- Select a date from the drop-down menu.
- Click Save.