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Hide patient details on reports for quotes & invoices
Hide patient details on reports for quotes & invoices
Learn how to hide patient details on quote or financial reports.
Richard avatar
Written by Richard
Updated over a week ago

It is possible to hide patient details on quote reports and financial reports. 

To export a report, navigate to Menu > Analytics > Reports. Scroll down to Finance and select for example Quotes. There you can deselect the checkbox Show patient details.

This works the same with Financial report & invoices.

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