This article explains how you can download the report - Appointment vs Ledger


Steps to download Appointment vs Ledger Report


  1. Navigate to the Reports tab from the navigation bar.
  2. Click on 'Appointment vs Ledger' This report will give an overview of the AR Ledger in accordance with the scheduled sessions.
  3. Select the date range for the report and click 'Go.' The report will start to generate and you'll see the alert. 
  4. Click on the downloads tray from the shortcuts and then click 'View More.'
  5. All the reports that were scheduled to download would appear here. Once the report has been generated, click on the 'Export' button under the Action Column.
  6. Encrypt your report if needed and click 'Continue'. The report will be downloaded.