Creating your financial reports on Halaxy

Halaxy helps you manage every aspect of your practice by tracking its key metrics quickly and easily. Your Halaxy automatically tracks the financial statements you need, including:

  • income,
  • expenses, and
  • profit and loss.

Use Xero? Sync your Halaxy here.

Creating Reports

Run any type of Halaxy finance report by going to the Reports page under your Finances tab.

To create a new finance report:

  1. Select New Report
  2. Choose your Report Type
  3. Below Report Type, set any filter you wish
  4. Click Run Report, and your report’s generated!

To save a report, click the Save button. You can also print and export your reports.

Viewing Reports

View all the finance reports that you have created and saved, back on the Reports page.

Halaxy Guide

Find more information on how to manage your practice using Halaxy on the Halaxy Manual, including: