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Kareo Help Center

Refresh Reports

All reports within the application are initially displayed on screen and include custom options at the top of the task, just below the Task Title Bar. These options include date or date range boxes, and two buttons to the right of the options bar: a Customize button and a Refresh button.

When first opening a report, the default date range is typically set for the current month to date; although in some instances there may only be a single date, which is typically set to "Today." You have the option to change the date options at anytime while within a report. However, once the date options have been changed you must remember to click the Refresh button in order to regenerate the report based on the newly defined date settings.

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