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Short answer: go to Analytics → Reports, set the dates to the month and choose the branch: the page shows payments, income, expenses, bank fees and the final profit. For a full profit and loss, use Analytics → Income Statement.
1

Open Reports

Go to Analytics in the side menu and click Reports.
2

Choose the month and branch

Set the Date range to the month (use the arrows to move back a month). Choose the Branch, or leave it empty for all branches.
3

Read the profit

The page sums up payments (with refunds and insurance), income, expenses, bank fees and the final profit. Click the print icon to print it.
4

Need the full profit and loss?

Open Analytics → Income Statement with the same dates: it shows Revenue, Cost of Revenue, Gross Profit, Operating Expenses and the Net Profit.
Reports
Don’t see these cards? The user needs the Reports and Income Statement permissions on the Analytics tab of their permission group. Analytics is switched on for your clinic by Dentolize.
Full guide: Reports and statements

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